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 | $99,005 | $155,788-36.4% | $124,672-20.6% | $167,490-40.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 23.93% | 17.97%+6.0pp | 5142.93%-5119.0pp | 478.56%-454.6pp |
| Employer contribution / active EE | $1,054 | $4,163-74.7% | $3,324-68.3% | $4,837-78.2% |
| Participant deferral / active EE | $2,079 | $5,673-63.3% | $4,614-54.9% | $6,341-67.2% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |