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 | $44,893 | $74,888-40.1% | $71,209-37.0% | $142,382-68.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.66% | 345.14%-323.5pp | 282.51%-260.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,161 | $2,854+115.8% | $2,721+126.4% | $4,299+43.3% |
| Participant deferral / active EE | $4,210 | $4,454-5.5% | $4,175+0.8% | $6,507-35.3% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |