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 | $70,358 | $99,020-28.9% | $86,590-18.7% | $147,584-52.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.74% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,488 | $3,132-52.5% | $2,839-47.6% | $4,876-69.5% |
| Participant deferral / active EE | $5,613 | $3,972+41.3% | $3,609+55.5% | $5,439+3.2% |
| Admin fee / account holder | $42 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |