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 | $67,373 | $105,998-36.4% | $92,233-27.0% | $147,584-54.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.71% | 50.05%-35.3pp | 176.28%-161.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,535 | $4,333-18.4% | $3,679-3.9% | $4,876-27.5% |
| Participant deferral / active EE | $8,143 | $4,478+81.8% | $3,897+109.0% | $5,439+49.7% |
| Admin fee / account holder | $129 | $6,332-98.0% | $5,194-97.5% | $10,885-98.8% |