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 | $150,379 | $97,757+53.8% | $83,848+79.3% | $135,375+11.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.31% | 1287.37%-1279.1pp | 850.88%-842.6pp | 519.73%-511.4pp |
| Employer contribution / active EE | $1,576 | $4,222-62.7% | $3,631-56.6% | $4,779-67.0% |
| Participant deferral / active EE | $3,296 | $4,682-29.6% | $4,082-19.2% | $5,609-41.2% |
| Admin fee / account holder | $282 | $6,674-95.8% | $5,478-94.8% | $10,827-97.4% |