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 | $36,107 | $227,553-84.1% | $189,557-81.0% | $167,490-78.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.15% | 78.40%-65.2pp | 64.17%-51.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,444 | $5,316-54.0% | $4,412-44.6% | $4,837-49.5% |
| Participant deferral / active EE | $6,605 | $7,002-5.7% | $6,174+7.0% | $6,341+4.2% |
| Admin fee / account holder | $86 | $11,878-99.3% | $9,807-99.1% | $12,309-99.3% |