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 | $65,735 | $105,998-38.0% | $92,233-28.7% | $147,584-55.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.39% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $11,363 | $4,333+162.2% | $3,679+208.8% | $4,876+133.0% |
| Participant deferral / active EE | $11,108 | $4,478+148.1% | $3,897+185.1% | $5,439+104.2% |
| Admin fee / account holder | $280 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |