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 | $47,231 | $100,852-53.2% | $90,404-47.8% | $158,922-70.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 25.74% | 1724.20%-1698.5pp | 1293.02%-1267.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,496 | $3,689-59.4% | $3,262-54.1% | $4,761-68.6% |
| Participant deferral / active EE | $6,825 | $4,348+57.0% | $3,963+72.2% | $5,982+14.1% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |