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 | $33,035 | $138,065-76.1% | $123,544-73.3% | $135,375-75.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 81.54% | 153.68%-72.1pp | 119.20%-37.7pp | 519.73%-438.2pp |
| Employer contribution / active EE | $2,613 | $5,151-49.3% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $6,709 | $6,799-1.3% | $6,426+4.4% | $5,609+19.6% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |