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 | $114,122 | $60,124+89.8% | $90,404+26.2% | $79,858+42.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.43% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $13,678 | $2,068+561.5% | $3,262+319.3% | $2,471+453.6% |
| Participant deferral / active EE | $10,609 | $2,938+261.1% | $3,963+167.7% | $3,740+183.7% |
| Admin fee / account holder | $60 | $3,976-98.5% | $5,611-98.9% | $5,306-98.9% |