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 | $33,588 | $99,020-66.1% | $86,590-61.2% | $147,584-77.2% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 322.35% | 1312.34%-990.0pp | 964.84%-642.5pp | 578.55%-256.2pp |
| Employer contribution / active EE | $1,413 | $3,132-54.9% | $2,839-50.2% | $4,876-71.0% |
| Participant deferral / active EE | $8,917 | $3,972+124.5% | $3,609+147.1% | $5,439+63.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |