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 | $48,456 | $104,486-53.6% | $76,817-36.9% | $152,861-68.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 25.79% | 1013.37%-987.6pp | 1166.11%-1140.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,793 | $3,116+21.7% | $2,302+64.8% | $4,762-20.4% |
| Participant deferral / active EE | $1,347 | $4,236-68.2% | $3,336-59.6% | $5,850-77.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |