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 | $61,624 | $105,998-41.9% | $92,233-33.2% | $147,584-58.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.05% | 50.05%-24.0pp | 176.28%-150.2pp | 578.55%-552.5pp |
| Employer contribution / active EE | $2,314 | $4,333-46.6% | $3,679-37.1% | $4,876-52.5% |
| Participant deferral / active EE | $7,656 | $4,478+71.0% | $3,897+96.5% | $5,439+40.8% |
| Admin fee / account holder | $271 | $6,332-95.7% | $5,194-94.8% | $10,885-97.5% |