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 | $75,241 | $81,625-7.8% | $58,482+28.7% | $139,434-46.0% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 11.22% | 7404.20%-7393.0pp | 4239.32%-4228.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,550 | $1,398+10.9% | $1,053+47.2% | $4,751-67.4% |
| Participant deferral / active EE | $4,835 | $2,557+89.1% | $1,924+151.3% | $6,710-27.9% |
| Admin fee / account holder | $92 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |