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 | $37,511 | $104,486-64.1% | $76,817-51.2% | $152,861-75.5% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 26.71% | 1013.37%-986.7pp | 1166.11%-1139.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,304 | $3,116-26.1% | $2,302+0.1% | $4,762-51.6% |
| Participant deferral / active EE | $6,481 | $4,236+53.0% | $3,336+94.3% | $5,850+10.8% |
| Admin fee / account holder | $214 | $12,275-98.3% | $6,420-96.7% | $11,596-98.2% |