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 | $30,554 | $99,652-69.3% | $78,778-61.2% | $147,584-79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.68% | 47.28%-31.6pp | 35.62%-19.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,031 | $2,796+44.2% | $1,986+103.0% | $4,876-17.3% |
| Participant deferral / active EE | $7,740 | $3,664+111.3% | $2,958+161.6% | $5,439+42.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |