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 | $56,945 | $202,318-71.9% | $172,739-67.0% | $152,861-62.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.72% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,444 | $5,856-75.3% | $5,143-71.9% | $4,762-69.7% |
| Participant deferral / active EE | $3,381 | $5,948-43.2% | $5,198-34.9% | $5,850-42.2% |
| Admin fee / account holder | $225 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |