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 | $64,459 | $105,998-39.2% | $92,233-30.1% | $147,584-56.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.95% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $10,183 | $4,333+135.0% | $3,679+176.8% | $4,876+108.8% |
| Participant deferral / active EE | $5,072 | $4,478+13.3% | $3,897+30.2% | $5,439-6.7% |
| Admin fee / account holder | $26 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |