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 | $51,493 | $198,466-74.1% | $170,442-69.8% | $147,584-65.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.94% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,441 | $6,184-76.7% | $5,433-73.5% | $4,876-70.5% |
| Participant deferral / active EE | $3,375 | $5,629-40.0% | $4,939-31.7% | $5,439-37.9% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |