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 | $27,881 | $99,652-72.0% | $78,778-64.6% | $147,584-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.80% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,945 | $2,796+76.9% | $1,986+149.1% | $4,876+1.4% |
| Participant deferral / active EE | $3,623 | $3,664-1.1% | $2,958+22.5% | $5,439-33.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |