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 | $55,842 | $88,751-37.1% | $81,812-31.7% | $145,922-61.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.78% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $844 | $3,083-72.6% | $2,912-71.0% | $4,660-81.9% |
| Participant deferral / active EE | $8,745 | $4,643+88.4% | $4,319+102.5% | $6,688+30.8% |
| Admin fee / account holder | $118 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |