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 | $52,177 | $176,662-70.5% | $130,648-60.1% | $152,861-65.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 29.98% | 2692.24%-2662.3pp | 1708.96%-1679.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,989 | $5,742-65.4% | $4,092-51.4% | $4,762-58.2% |
| Participant deferral / active EE | $9,537 | $4,361+118.7% | $3,603+164.7% | $5,850+63.0% |
| Admin fee / account holder | $17 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |