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 | $39,249 | $126,574-69.0% | $106,213-63.0% | $145,922-73.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.99% | 224.79%-213.8pp | 116.14%-105.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,518 | $3,730-32.5% | $3,171-20.6% | $4,660-46.0% |
| Participant deferral / active EE | $6,384 | $5,724+11.5% | $5,016+27.3% | $6,688-4.5% |
| Admin fee / account holder | $164 | $17,304-99.1% | $11,033-98.5% | $13,397-98.8% |