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 | $69,183 | $96,635-28.4% | $86,612-20.1% | $139,434-50.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.94% | 106.41%-85.5pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $8,854 | $3,263+171.3% | $3,022+192.9% | $4,751+86.4% |
| Participant deferral / active EE | $2,330 | $4,836-51.8% | $4,438-47.5% | $6,710-65.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |