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 | $35,023 | $232,540-84.9% | $185,117-81.1% | $147,584-76.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.63% | 43.03%-23.4pp | 40.50%-20.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $8,927 | $5,195+71.8% | $4,182+113.5% | $4,876+83.1% |
| Participant deferral / active EE | $4,959 | $5,834-15.0% | $5,045-1.7% | $5,439-8.8% |
| Admin fee / account holder | $59 | $10,275-99.4% | $8,159-99.3% | $10,885-99.5% |