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 | $31,911 | $39,798-19.8% | $67,711-52.9% | $59,632-46.5% |
| Participation rate | 75.7% | 57.4%+18.3pp | 67.5%+8.2pp | 68.7%+7.0pp |
| Annual return | 2.54% | 89.94%-87.4pp | 25.41%-22.9pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $3,407 | $1,393+144.6% | $2,559+33.1% | $2,203+54.7% |
| Participant deferral / active EE | $5,855 | $2,335+150.8% | $3,585+63.3% | $3,192+83.4% |
| Admin fee / account holder | $126 | $3,212-96.1% | $4,255-97.0% | $4,297-97.1% |