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 | $45,003 | $105,998-57.5% | $92,233-51.2% | $147,584-69.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.12% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $17,463 | $4,333+303.0% | $3,679+374.6% | $4,876+258.1% |
| Participant deferral / active EE | $2,677 | $4,478-40.2% | $3,897-31.3% | $5,439-50.8% |
| Admin fee / account holder | $243 | $6,332-96.2% | $5,194-95.3% | $10,885-97.8% |