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 | $59,185 | $99,020-40.2% | $86,590-31.6% | $147,584-59.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.19% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,291 | $3,132+68.9% | $2,839+86.4% | $4,876+8.5% |
| Participant deferral / active EE | $891 | $3,972-77.6% | $3,609-75.3% | $5,439-83.6% |
| Admin fee / account holder | $90 | $5,710-98.4% | $4,906-98.2% | $10,885-99.2% |