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 | $26,065 | $102,966-74.7% | $90,281-71.1% | $152,861-82.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.44% | 95.16%-64.7pp | 78.10%-47.7pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,453 | $3,139-21.8% | $2,854-14.1% | $4,762-48.5% |
| Participant deferral / active EE | $2,761 | $4,281-35.5% | $3,885-28.9% | $5,850-52.8% |
| Admin fee / account holder | $298 | $6,171-95.2% | $5,351-94.4% | $11,596-97.4% |