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 | $54,900 | $108,642-49.5% | $74,701-26.5% | $152,861-64.1% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 29.09% | 114.06%-85.0pp | 752.92%-723.8pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,925 | $1,503+28.1% | $1,084+77.6% | $4,762-59.6% |
| Participant deferral / active EE | $9,076 | $2,712+234.6% | $1,964+362.2% | $5,850+55.1% |
| Admin fee / account holder | $32 | $4,902-99.3% | $3,333-99.0% | $11,596-99.7% |