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 | $76,556 | $70,756+8.2% | $65,493+16.9% | $142,382-46.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.20% | 1754.89%-1739.7pp | 982.45%-967.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,433 | $2,881+123.3% | $2,574+149.9% | $4,299+49.6% |
| Participant deferral / active EE | $12,200 | $4,637+163.1% | $3,961+208.0% | $6,507+87.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |