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 | $68,984 | $105,998-34.9% | $92,233-25.2% | $147,584-53.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.85% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,217 | $4,333+20.4% | $3,679+41.8% | $4,876+7.0% |
| Participant deferral / active EE | $4,683 | $4,478+4.6% | $3,897+20.2% | $5,439-13.9% |
| Admin fee / account holder | $147 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |