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 | $44,108 | $100,852-56.3% | $90,404-51.2% | $158,922-72.2% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 20.69% | 1724.20%-1703.5pp | 1293.02%-1272.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,176 | $3,689-13.9% | $3,262-2.6% | $4,761-33.3% |
| Participant deferral / active EE | $5,663 | $4,348+30.2% | $3,963+42.9% | $5,982-5.3% |
| Admin fee / account holder | $280 | $6,501-95.7% | $5,611-95.0% | $11,246-97.5% |