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 | $32,921 | $202,432-83.7% | $169,368-80.6% | $139,434-76.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.54% | 531.74%-500.2pp | 405.60%-374.1pp | 372.94%-341.4pp |
| Employer contribution / active EE | $1,856 | $4,692-60.4% | $4,013-53.7% | $4,751-60.9% |
| Participant deferral / active EE | $11,671 | $6,938+68.2% | $6,221+87.6% | $6,710+73.9% |
| Admin fee / account holder | $120 | $10,708-98.9% | $9,003-98.7% | $11,403-98.9% |