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 | $34,933 | $99,020-64.7% | $86,590-59.7% | $147,584-76.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 71.76% | 1312.34%-1240.6pp | 964.84%-893.1pp | 578.55%-506.8pp |
| Employer contribution / active EE | $2,120 | $3,132-32.3% | $2,839-25.3% | $4,876-56.5% |
| Participant deferral / active EE | $11,575 | $3,972+191.4% | $3,609+220.8% | $5,439+112.8% |
| Admin fee / account holder | $111 | $5,710-98.1% | $4,906-97.7% | $10,885-99.0% |