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 | $39,959 | $88,751-55.0% | $81,812-51.2% | $145,922-72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,210 | $3,083+133.9% | $2,912+147.6% | $4,660+54.7% |
| Participant deferral / active EE | $6,785 | $4,643+46.1% | $4,319+57.1% | $6,688+1.5% |
| Admin fee / account holder | $214 | $8,415-97.5% | $7,386-97.1% | $13,397-98.4% |