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 | $23,057 | $104,251-77.9% | $91,001-74.7% | $147,584-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 107.26% | 27.06%+80.2pp | 4.60%+102.7pp | 578.55%-471.3pp |
| Employer contribution / active EE | $8,342 | $3,116+167.7% | $2,456+239.7% | $4,876+71.1% |
| Participant deferral / active EE | $6,072 | $4,195+44.7% | $3,547+71.2% | $5,439+11.6% |
| Admin fee / account holder | $175 | $8,948-98.0% | $5,417-96.8% | $10,885-98.4% |