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 | $36,976 | $105,998-65.1% | $92,233-59.9% | $147,584-74.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.70% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,983 | $4,333-8.1% | $3,679+8.3% | $4,876-18.3% |
| Participant deferral / active EE | $1,559 | $4,478-65.2% | $3,897-60.0% | $5,439-71.3% |
| Admin fee / account holder | $136 | $6,332-97.9% | $5,194-97.4% | $10,885-98.8% |