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 | $85,987 | $109,817-21.7% | $98,442-12.7% | $167,490-48.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.54% | 1956.69%-1938.2pp | 1492.73%-1474.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,456 | $3,224-23.8% | $2,960-17.0% | $4,837-49.2% |
| Participant deferral / active EE | $16,493 | $4,673+252.9% | $4,276+285.7% | $6,341+160.1% |
| Admin fee / account holder | $40 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |