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 | $22,924 | $138,065-83.4% | $123,544-81.4% | $135,375-83.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.94% | 153.68%-149.7pp | 119.20%-115.3pp | 519.73%-515.8pp |
| Employer contribution / active EE | $7,102 | $5,151+37.9% | $4,628+53.5% | $4,779+48.6% |
| Participant deferral / active EE | $6,759 | $6,799-0.6% | $6,426+5.2% | $5,609+20.5% |
| Admin fee / account holder | $34 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |