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 | $68,723 | $99,020-30.6% | $86,590-20.6% | $147,584-53.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.28% | 1312.34%-1286.1pp | 964.84%-938.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,898 | $3,132-7.5% | $2,839+2.0% | $4,876-40.6% |
| Participant deferral / active EE | $8,865 | $3,972+123.2% | $3,609+145.7% | $5,439+63.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |