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 6-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 | $30,929 | $88,751-65.2% | $81,812-62.2% | $145,922-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.49% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,307 | $3,083+7.2% | $2,912+13.5% | $4,660-29.0% |
| Participant deferral / active EE | $4,316 | $4,643-7.0% | $4,319-0.1% | $6,688-35.5% |
| Admin fee / account holder | $119 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |