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 | $68,826 | $100,852-31.8% | $90,404-23.9% | $158,922-56.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.66% | 1724.20%-1699.5pp | 1293.02%-1268.4pp | 302.83%-278.2pp |
| Employer contribution / active EE | $3,856 | $3,689+4.5% | $3,262+18.2% | $4,761-19.0% |
| Participant deferral / active EE | $8,551 | $4,348+96.7% | $3,963+115.7% | $5,982+42.9% |
| Admin fee / account holder | $207 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |