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 | $44,008 | $114,047-61.4% | $96,139-54.2% | $167,490-73.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.93% | 189.88%-174.9pp | 191.94%-177.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,373 | $3,427+27.6% | $2,797+56.4% | $4,837-9.6% |
| Participant deferral / active EE | $3,476 | $5,194-33.1% | $4,349-20.1% | $6,341-45.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |