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 | $75,513 | $176,662-57.3% | $130,648-42.2% | $152,861-50.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 14.31% | 2692.24%-2677.9pp | 1708.96%-1694.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $11,264 | $5,742+96.2% | $4,092+175.3% | $4,762+136.5% |
| Participant deferral / active EE | $8,053 | $4,361+84.6% | $3,603+123.5% | $5,850+37.7% |
| Admin fee / account holder | $122 | $7,133-98.3% | $5,464-97.8% | $11,596-98.9% |