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 | $49,476 | $96,305-48.6% | $80,569-38.6% | $139,434-64.5% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.7pp |
| Annual return | 16.50% | 1350.08%-1333.6pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,590 | $5,232-31.4% | $4,447-19.3% | $6,710-46.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |