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 | $42,421 | $226,064-81.2% | $182,532-76.8% | $152,861-72.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 29.51% | 192.51%-163.0pp | 148.54%-119.0pp | 345.32%-315.8pp |
| Employer contribution / active EE | $8,747 | $4,978+75.7% | $4,076+114.6% | $4,762+83.7% |
| Participant deferral / active EE | $4,837 | $6,368-24.0% | $5,524-12.4% | $5,850-17.3% |
| Admin fee / account holder | $229 | $10,703-97.9% | $8,592-97.3% | $11,596-98.0% |