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 | $57,569 | $99,020-41.9% | $86,590-33.5% | $147,584-61.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.50% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,277 | $3,132+68.5% | $2,839+85.9% | $4,876+8.2% |
| Participant deferral / active EE | $6,485 | $3,972+63.2% | $3,609+79.7% | $5,439+19.2% |
| Admin fee / account holder | $24 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |