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 | $83,645 | $124,185-32.6% | $108,410-22.8% | $167,490-50.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.87% | 1379.64%-1351.8pp | 905.27%-877.4pp | 478.56%-450.7pp |
| Employer contribution / active EE | $2,816 | $4,187-32.7% | $3,558-20.9% | $4,837-41.8% |
| Participant deferral / active EE | $8,790 | $6,908+27.2% | $6,563+33.9% | $6,341+38.6% |
| Admin fee / account holder | $222 | $9,455-97.7% | $7,295-97.0% | $12,309-98.2% |