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 | $55,727 | $114,047-51.1% | $96,139-42.0% | $167,490-66.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.48% | 189.88%-179.4pp | 191.94%-181.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,020 | $3,427-41.1% | $2,797-27.8% | $4,837-58.2% |
| Participant deferral / active EE | $2,020 | $5,194-61.1% | $4,349-53.6% | $6,341-68.1% |
| Admin fee / account holder | $213 | $6,897-96.9% | $5,537-96.2% | $12,309-98.3% |