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 | $54,955 | $176,662-68.9% | $130,648-57.9% | $152,861-64.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.37% | 2692.24%-2671.9pp | 1708.96%-1688.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,332 | $5,742-59.4% | $4,092-43.0% | $4,762-51.0% |
| Participant deferral / active EE | $6,970 | $4,361+59.8% | $3,603+93.5% | $5,850+19.1% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |