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 | $35,351 | $99,020-64.3% | $86,590-59.2% | $147,584-76.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.31% | 1312.34%-1289.0pp | 964.84%-941.5pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,835 | $3,132+22.4% | $2,839+35.1% | $4,876-21.4% |
| Participant deferral / active EE | $7,450 | $3,972+87.5% | $3,609+106.4% | $5,439+37.0% |
| Admin fee / account holder | $218 | $5,710-96.2% | $4,906-95.6% | $10,885-98.0% |