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 | $45,394 | $106,890-57.5% | $84,015-46.0% | $152,861-70.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 25.94% | 104.99%-79.0pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,933 | $2,734+80.4% | $1,983+148.7% | $4,762+3.6% |
| Participant deferral / active EE | $10,167 | $4,011+153.5% | $3,239+213.9% | $5,850+73.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |