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 | $92,506 | $74,888+23.5% | $71,209+29.9% | $142,382-35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.05% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,697 | $2,854-40.5% | $2,721-37.6% | $4,299-60.5% |
| Participant deferral / active EE | $4,243 | $4,454-4.7% | $4,175+1.6% | $6,507-34.8% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.8% | $12,624-99.9% |