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 | $36,136 | $105,998-65.9% | $92,233-60.8% | $147,584-75.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 27.42% | 50.05%-22.6pp | 176.28%-148.9pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,692 | $4,333-37.9% | $3,679-26.8% | $4,876-44.8% |
| Participant deferral / active EE | $8,585 | $4,478+91.7% | $3,897+120.3% | $5,439+57.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |