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 | $76,707 | $114,047-32.7% | $96,139-20.2% | $167,490-54.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.81% | 189.88%-171.1pp | 191.94%-173.1pp | 478.56%-459.8pp |
| Employer contribution / active EE | $4,777 | $3,427+39.4% | $2,797+70.8% | $4,837-1.3% |
| Participant deferral / active EE | $12,823 | $5,194+146.9% | $4,349+194.9% | $6,341+102.2% |
| Admin fee / account holder | $299 | $6,897-95.7% | $5,537-94.6% | $12,309-97.6% |