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 | $65,735 | $96,305-31.7% | $80,569-18.4% | $139,434-52.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.82% | 1350.08%-1335.3pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,441 | $3,262-25.2% | $2,723-10.4% | $4,751-48.6% |
| Participant deferral / active EE | $2,441 | $5,232-53.3% | $4,447-45.1% | $6,710-63.6% |
| Admin fee / account holder | $221 | $6,599-96.7% | $5,377-95.9% | $11,403-98.1% |