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 | $68,568 | $105,998-35.3% | $92,233-25.7% | $147,584-53.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.58% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,097 | $4,333-28.5% | $3,679-15.8% | $4,876-36.5% |
| Participant deferral / active EE | $2,600 | $4,478-41.9% | $3,897-33.3% | $5,439-52.2% |
| Admin fee / account holder | $86 | $6,332-98.6% | $5,194-98.4% | $10,885-99.2% |