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 | $49,340 | $198,466-75.1% | $170,442-71.1% | $147,584-66.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.23% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,541 | $6,184-75.1% | $5,433-71.6% | $4,876-68.4% |
| Participant deferral / active EE | $4,279 | $5,629-24.0% | $4,939-13.4% | $5,439-21.3% |
| Admin fee / account holder | $292 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |