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 | $92,798 | $176,662-47.5% | $130,648-29.0% | $152,861-39.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 37.04% | 2692.24%-2655.2pp | 1708.96%-1671.9pp | 345.32%-308.3pp |
| Employer contribution / active EE | $4,508 | $5,742-21.5% | $4,092+10.2% | $4,762-5.3% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $105 | $7,133-98.5% | $5,464-98.1% | $11,596-99.1% |