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 | $75,418 | $100,852-25.2% | $90,404-16.6% | $158,922-52.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.69% | 1724.20%-1708.5pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,076 | $3,689-43.7% | $3,262-36.4% | $4,761-56.4% |
| Participant deferral / active EE | $9,759 | $4,348+124.5% | $3,963+146.2% | $5,982+63.1% |
| Admin fee / account holder | $66 | $6,501-99.0% | $5,611-98.8% | $11,246-99.4% |