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 | $57,103 | $95,971-40.5% | $74,550-23.4% | $135,375-57.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 441.19% | 56.96%+384.2pp | 32.53%+408.7pp | 519.73%-78.5pp |
| Employer contribution / active EE | $2,485 | $2,716-8.5% | $1,961+26.7% | $4,779-48.0% |
| Participant deferral / active EE | $3,988 | $3,843+3.8% | $3,108+28.3% | $5,609-28.9% |
| Admin fee / account holder | $204 | $6,522-96.9% | $5,060-96.0% | $10,827-98.1% |