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 | $72,969 | $102,604-28.9% | $86,188-15.3% | $139,434-47.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.70% | 1922.51%-1905.8pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $9,453 | $3,032+211.7% | $2,380+297.2% | $4,751+99.0% |
| Participant deferral / active EE | $9,000 | $4,676+92.5% | $3,985+125.8% | $6,710+34.1% |
| Admin fee / account holder | $225 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |