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 | $14,768 | $129,217-88.6% | $93,406-84.2% | $158,922-90.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 30.16% | 118.21%-88.1pp | 78.05%-47.9pp | 302.83%-272.7pp |
| Employer contribution / active EE | $1,489 | $2,711-45.1% | $2,075-28.3% | $4,761-68.7% |
| Participant deferral / active EE | $6,655 | $3,909+70.3% | $3,126+112.9% | $5,982+11.2% |
| Admin fee / account holder | $273 | $7,383-96.3% | $5,230-94.8% | $11,246-97.6% |