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 | $53,600 | $97,757-45.2% | $83,848-36.1% | $135,375-60.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.91% | 1287.37%-1285.5pp | 850.88%-849.0pp | 519.73%-517.8pp |
| Employer contribution / active EE | $8,071 | $4,222+91.2% | $3,631+122.3% | $4,779+68.9% |
| Participant deferral / active EE | $12,986 | $4,682+177.3% | $4,082+218.1% | $5,609+131.5% |
| Admin fee / account holder | $81 | $6,674-98.8% | $5,478-98.5% | $10,827-99.3% |