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 | $46,492 | $138,065-66.3% | $123,544-62.4% | $135,375-65.7% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | 19.08% | 153.68%-134.6pp | 119.20%-100.1pp | 519.73%-500.7pp |
| Employer contribution / active EE | $16,500 | $5,151+220.3% | $4,628+256.5% | $4,779+245.3% |
| Participant deferral / active EE | $7,412 | $6,799+9.0% | $6,426+15.4% | $5,609+32.2% |
| Admin fee / account holder | $40 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |