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 4-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 | $36,279 | $210,648-82.8% | $177,989-79.6% | $145,922-75.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,352 | $4,565-26.6% | $3,949-15.1% | $4,660-28.1% |
| Participant deferral / active EE | $3,831 | $6,958-44.9% | $6,276-39.0% | $6,688-42.7% |
| Admin fee / account holder | $256 | $12,013-97.9% | $10,363-97.5% | $13,397-98.1% |