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 | $27,501 | $102,966-73.3% | $90,281-69.5% | $152,861-82.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 43.78% | 95.16%-51.4pp | 78.10%-34.3pp | 345.32%-301.5pp |
| Employer contribution / active EE | $3,888 | $3,139+23.9% | $2,854+36.2% | $4,762-18.4% |
| Participant deferral / active EE | $2,701 | $4,281-36.9% | $3,885-30.5% | $5,850-53.8% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |