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 | $63,809 | $105,998-39.8% | $92,233-30.8% | $147,584-56.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.88% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,020 | $4,333-30.3% | $3,679-17.9% | $4,876-38.1% |
| Participant deferral / active EE | $5,055 | $4,478+12.9% | $3,897+29.7% | $5,439-7.1% |
| Admin fee / account holder | $231 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |