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 | $46,238 | $198,466-76.7% | $170,442-72.9% | $147,584-68.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 38.83% | 257.29%-218.5pp | 205.93%-167.1pp | 578.55%-539.7pp |
| Employer contribution / active EE | $14,094 | $6,184+127.9% | $5,433+159.4% | $4,876+189.0% |
| Participant deferral / active EE | $9,540 | $5,629+69.5% | $4,939+93.1% | $5,439+75.4% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |