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 | $93,843 | $72,400+29.6% | $67,502+39.0% | $145,922-35.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.70% | 7182.46%-7167.8pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $8,408 | $3,069+173.9% | $2,731+207.9% | $4,660+80.4% |
| Participant deferral / active EE | $6,183 | $4,783+29.3% | $4,000+54.6% | $6,688-7.5% |
| Admin fee / account holder | $44 | $5,539-99.2% | $3,998-98.9% | $13,397-99.7% |