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 | $46,433 | $198,466-76.6% | $170,442-72.8% | $147,584-68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.71% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $8,878 | $6,184+43.6% | $5,433+63.4% | $4,876+82.1% |
| Participant deferral / active EE | $4,659 | $5,629-17.2% | $4,939-5.7% | $5,439-14.3% |
| Admin fee / account holder | $52 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |