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 | $63,797 | $126,574-49.6% | $106,213-39.9% | $145,922-56.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 67.20% | 224.79%-157.6pp | 116.14%-48.9pp | 561.29%-494.1pp |
| Employer contribution / active EE | $5,963 | $3,730+59.9% | $3,171+88.0% | $4,660+28.0% |
| Participant deferral / active EE | $1,890 | $5,724-67.0% | $5,016-62.3% | $6,688-71.7% |
| Admin fee / account holder | $261 | $17,304-98.5% | $11,033-97.6% | $13,397-98.1% |