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 | $38,798 | $198,466-80.5% | $170,442-77.2% | $147,584-73.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.67% | 257.29%-242.6pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $13,648 | $6,184+120.7% | $5,433+151.2% | $4,876+179.9% |
| Participant deferral / active EE | $6,843 | $5,629+21.6% | $4,939+38.5% | $5,439+25.8% |
| Admin fee / account holder | $215 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |