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 | $84,093 | $105,998-20.7% | $92,233-8.8% | $147,584-43.0% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 10.35% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,679-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $3,544 | $4,478-20.9% | $3,897-9.1% | $5,439-34.8% |
| Admin fee / account holder | $5 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |