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 | $30,147 | $162,781-81.5% | $133,956-77.5% | $158,922-81.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 64.29% | 41.94%+22.4pp | 45.09%+19.2pp | 302.83%-238.5pp |
| Employer contribution / active EE | $13,152 | $4,975+164.3% | $3,919+235.6% | $4,761+176.2% |
| Participant deferral / active EE | $2,632 | $5,911-55.5% | $5,048-47.8% | $5,982-56.0% |
| Admin fee / account holder | $96 | $11,736-99.2% | $8,927-98.9% | $11,246-99.1% |