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 | $82,737 | $155,788-46.9% | $124,672-33.6% | $167,490-50.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.75% | 17.97%-1.2pp | 5142.93%-5126.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,016 | $4,163-51.6% | $3,324-39.3% | $4,837-58.3% |
| Participant deferral / active EE | $6,432 | $5,673+13.4% | $4,614+39.4% | $6,341+1.4% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |