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 | $37,577 | $92,703-59.5% | $82,719-54.6% | $134,475-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 26.91% | 944.92%-918.0pp | 701.18%-674.3pp | 417.96%-391.1pp |
| Employer contribution / active EE | $4,134 | $3,274+26.3% | $3,009+37.4% | $4,740-12.8% |
| Participant deferral / active EE | $6,149 | $4,802+28.1% | $4,395+39.9% | $6,400-3.9% |
| Admin fee / account holder | $255 | $5,983-95.7% | $5,329-95.2% | $11,426-97.8% |