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 | $67,617 | $105,998-36.2% | $92,233-26.7% | $147,584-54.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.12% | 50.05%-34.9pp | 176.28%-161.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $9,529 | $4,333+119.9% | $3,679+159.0% | $4,876+95.4% |
| Participant deferral / active EE | $5,632 | $4,478+25.8% | $3,897+44.5% | $5,439+3.5% |
| Admin fee / account holder | $250 | $6,332-96.1% | $5,194-95.2% | $10,885-97.7% |