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 | $36,186 | $105,998-65.9% | $92,233-60.8% | $147,584-75.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.60% | 50.05%-38.4pp | 176.28%-164.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $8,889 | $4,333+105.1% | $3,679+141.6% | $4,876+82.3% |
| Participant deferral / active EE | $5,323 | $4,478+18.9% | $3,897+36.6% | $5,439-2.1% |
| Admin fee / account holder | $20 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |