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 | $77,879 | $100,852-22.8% | $90,404-13.9% | $158,922-51.0% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.63% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,410 | $3,689-34.7% | $3,262-26.1% | $4,761-49.4% |
| Participant deferral / active EE | $5,207 | $4,348+19.8% | $3,963+31.4% | $5,982-13.0% |
| Admin fee / account holder | $105 | $6,501-98.4% | $5,611-98.1% | $11,246-99.1% |