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 | $133,094 | $76,738+73.4% | $56,411+135.9% | $145,922-8.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 10.33% | 2994.23%-2983.9pp | 1701.33%-1691.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,949 | $1,380+41.2% | $1,039+87.6% | $4,660-58.2% |
| Participant deferral / active EE | $2,789 | $2,623+6.3% | $1,952+42.9% | $6,688-58.3% |
| Admin fee / account holder | $30 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |