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 | $90,768 | $100,852-10.0% | $90,404+0.4% | $158,922-42.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.88% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,431 | $3,689+20.1% | $3,262+35.8% | $4,761-6.9% |
| Participant deferral / active EE | $3,226 | $4,348-25.8% | $3,963-18.6% | $5,982-46.1% |
| Admin fee / account holder | $50 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |