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 | $172,272 | $100,852+70.8% | $90,404+90.6% | $158,922+8.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 28.47% | 1724.20%-1695.7pp | 1293.02%-1264.5pp | 302.83%-274.4pp |
| Employer contribution / active EE | $2,083 | $3,689-43.5% | $3,262-36.1% | $4,761-56.3% |
| Participant deferral / active EE | $4,909 | $4,348+12.9% | $3,963+23.9% | $5,982-17.9% |
| Admin fee / account holder | $17 | $6,501-99.7% | $5,611-99.7% | $11,246-99.9% |