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 | $31,528 | $107,334-70.6% | $92,893-66.1% | $152,861-79.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 58.45% | 145.58%-87.1pp | 109.41%-51.0pp | 345.32%-286.9pp |
| Employer contribution / active EE | $6,991 | $4,221+65.6% | $3,653+91.4% | $4,762+46.8% |
| Participant deferral / active EE | $3,380 | $4,845-30.2% | $4,236-20.2% | $5,850-42.2% |
| Admin fee / account holder | $86 | $7,079-98.8% | $5,794-98.5% | $11,596-99.3% |