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 | $26,975 | $159,901-83.1% | $146,958-81.6% | $145,922-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,997 | $5,286-24.4% | $4,933-19.0% | $4,660-14.2% |
| Participant deferral / active EE | $5,894 | $8,428-30.1% | $8,070-27.0% | $6,688-11.9% |
| Admin fee / account holder | $118 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |