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 | $47,247 | $99,079-52.3% | $77,999-39.4% | $273,961-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.15% | 217.93%-209.8pp | 425.96%-417.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $5,965 | $3,308+80.3% | $2,470+141.5% | $4,869+22.5% |
| Participant deferral / active EE | $5,862 | $4,306+36.1% | $3,497+67.7% | $5,287+10.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |