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 | $49,750 | $109,327-54.5% | $89,391-44.3% | $158,922-68.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.03% | 345.68%-317.6pp | 245.62%-217.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $5,132 | $3,170+61.9% | $2,586+98.5% | $4,761+7.8% |
| Participant deferral / active EE | $5,699 | $4,598+23.9% | $3,890+46.5% | $5,982-4.7% |
| Admin fee / account holder | $167 | $6,153-97.3% | $4,881-96.6% | $11,246-98.5% |