See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,880 | $126,574-43.2% | $106,213-32.3% | $145,922-50.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.42% | 224.79%-214.4pp | 116.14%-105.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,324 | $3,730-10.9% | $3,171+4.8% | $4,660-28.7% |
| Participant deferral / active EE | $5,651 | $5,724-1.3% | $5,016+12.7% | $6,688-15.5% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |