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 | $60,020 | $88,751-32.4% | $81,812-26.6% | $145,922-58.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,433 | $3,083+108.6% | $2,912+120.9% | $4,660+38.1% |
| Participant deferral / active EE | $1,072 | $4,643-76.9% | $4,319-75.2% | $6,688-84.0% |
| Admin fee / account holder | $54 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |