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 | $68,217 | $105,998-35.6% | $92,233-26.0% | $147,584-53.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.98% | 50.05%-39.1pp | 176.28%-165.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,438 | $4,333-43.7% | $3,679-33.7% | $4,876-50.0% |
| Participant deferral / active EE | $3,965 | $4,478-11.5% | $3,897+1.7% | $5,439-27.1% |
| Admin fee / account holder | $80 | $6,332-98.7% | $5,194-98.5% | $10,885-99.3% |