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 | $17,317 | $105,998-83.7% | $92,233-81.2% | $147,584-88.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.22% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $5,681 | $4,333+31.1% | $3,679+54.4% | $4,876+16.5% |
| Participant deferral / active EE | $3,716 | $4,478-17.0% | $3,897-4.6% | $5,439-31.7% |
| Admin fee / account holder | $171 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |