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 | $89,944 | $100,852-10.8% | $90,404-0.5% | $158,922-43.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 23.85% | 1724.20%-1700.4pp | 1293.02%-1269.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $3,446 | $3,689-6.6% | $3,262+5.6% | $4,761-27.6% |
| Participant deferral / active EE | $7,474 | $4,348+71.9% | $3,963+88.6% | $5,982+24.9% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |