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 | $52,822 | $74,888-29.5% | $71,209-25.8% | $142,382-62.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.23% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,035 | $2,854+6.3% | $2,721+11.6% | $4,299-29.4% |
| Participant deferral / active EE | $14,395 | $4,454+223.2% | $4,175+244.8% | $6,507+121.2% |
| Admin fee / account holder | $46 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |