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 | $61,522 | $100,852-39.0% | $90,404-31.9% | $158,922-61.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.67% | 1724.20%-1703.5pp | 1293.02%-1272.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,952 | $3,689-47.1% | $3,262-40.2% | $4,761-59.0% |
| Participant deferral / active EE | $3,050 | $4,348-29.9% | $3,963-23.0% | $5,982-49.0% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-99.9% | $11,246-100.0% |