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 | $38,238 | $158,398-75.9% | $126,539-69.8% | $142,382-73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.31% | 593.76%-577.5pp | 425.95%-409.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,993 | $4,650-57.1% | $3,674-45.7% | $4,299-53.6% |
| Participant deferral / active EE | $4,408 | $4,767-7.5% | $4,083+8.0% | $6,507-32.3% |
| Admin fee / account holder | $53 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |