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 | $31,757 | $150,187-78.9% | $120,354-73.6% | $145,922-78.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.40% | 154.07%-140.7pp | 107.15%-93.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,767 | $4,348-13.4% | $3,463+8.8% | $4,660-19.2% |
| Participant deferral / active EE | $4,968 | $6,173-19.5% | $4,991-0.5% | $6,688-25.7% |
| Admin fee / account holder | $152 | $12,207-98.8% | $9,423-98.4% | $13,397-98.9% |