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 | $68,019 | $105,998-35.8% | $92,233-26.3% | $147,584-53.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.01% | 50.05%-31.0pp | 176.28%-157.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $9,186 | $4,333+112.0% | $3,679+149.7% | $4,876+88.4% |
| Participant deferral / active EE | $6,401 | $4,478+43.0% | $3,897+64.3% | $5,439+17.7% |
| Admin fee / account holder | $181 | $6,332-97.1% | $5,194-96.5% | $10,885-98.3% |