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 | $37,199 | $142,405-73.9% | $115,157-67.7% | $152,861-75.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 29.89% | 41.48%-11.6pp | 35.60%-5.7pp | 345.32%-315.4pp |
| Employer contribution / active EE | $7,990 | $4,010+99.3% | $3,179+151.4% | $4,762+67.8% |
| Participant deferral / active EE | $11,046 | $5,164+113.9% | $4,168+165.0% | $5,850+88.8% |
| Admin fee / account holder | $212 | $8,462-97.5% | $7,088-97.0% | $11,596-98.2% |