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 | $34,434 | $105,998-67.5% | $92,233-62.7% | $147,584-76.7% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 29.96% | 50.05%-20.1pp | 176.28%-146.3pp | 578.55%-548.6pp |
| Employer contribution / active EE | $6,339 | $4,333+46.3% | $3,679+72.3% | $4,876+30.0% |
| Participant deferral / active EE | $7,411 | $4,478+65.5% | $3,897+90.2% | $5,439+36.3% |
| Admin fee / account holder | $213 | $6,332-96.6% | $5,194-95.9% | $10,885-98.0% |