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 | $74,811 | $109,817-31.9% | $98,442-24.0% | $167,490-55.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.10% | 1956.69%-1938.6pp | 1492.73%-1474.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $8,422 | $3,224+161.2% | $2,960+184.5% | $4,837+74.1% |
| Participant deferral / active EE | $6,954 | $4,673+48.8% | $4,276+62.6% | $6,341+9.7% |
| Admin fee / account holder | $27 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |