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 | $57,229 | $105,998-46.0% | $92,233-38.0% | $147,584-61.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.57% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,605 | $4,333-63.0% | $3,679-56.4% | $4,876-67.1% |
| Participant deferral / active EE | $2,537 | $4,478-43.3% | $3,897-34.9% | $5,439-53.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |