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 | $41,937 | $73,515-43.0% | $62,995-33.4% | $147,584-71.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 37.51% | 175.43%-137.9pp | 87.57%-50.1pp | 578.55%-541.0pp |
| Employer contribution / active EE | $11,159 | $3,320+236.1% | $2,759+304.5% | $4,876+128.8% |
| Participant deferral / active EE | $8,692 | $4,185+107.7% | $3,329+161.1% | $5,439+59.8% |
| Admin fee / account holder | $231 | $5,953-96.1% | $3,600-93.6% | $10,885-97.9% |