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 | $51,907 | $121,625-57.3% | $104,607-50.4% | $158,922-67.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.90% | 465.26%-455.4pp | 340.46%-330.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,552 | $3,163-19.3% | $2,681-4.8% | $4,761-46.4% |
| Participant deferral / active EE | $2,458 | $4,177-41.2% | $3,740-34.3% | $5,982-58.9% |
| Admin fee / account holder | $6 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |