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 | $70,974 | $97,757-27.4% | $83,848-15.4% | $135,375-47.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.64% | 1287.37%-1277.7pp | 850.88%-841.2pp | 519.73%-510.1pp |
| Employer contribution / active EE | $12,181 | $4,222+188.6% | $3,631+235.5% | $4,779+154.9% |
| Participant deferral / active EE | $3,365 | $4,682-28.1% | $4,082-17.6% | $5,609-40.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |