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 | $45,824 | $226,064-79.7% | $182,532-74.9% | $152,861-70.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.44% | 192.51%-171.1pp | 148.54%-127.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,464 | $4,978-30.4% | $4,076-15.0% | $4,762-27.3% |
| Participant deferral / active EE | $6,954 | $6,368+9.2% | $5,524+25.9% | $5,850+18.9% |
| Admin fee / account holder | $4 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |