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 | $61,099 | $84,695-27.9% | $73,843-17.3% | $125,391-51.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.01% | 3123.53%-3122.5pp | 2267.84%-2266.8pp | 282.22%-281.2pp |
| Employer contribution / active EE | $4,350 | $3,123+39.3% | $2,787+56.1% | $4,866-10.6% |
| Participant deferral / active EE | $7,950 | $3,992+99.1% | $3,583+121.9% | $5,352+48.6% |
| Admin fee / account holder | $20 | $5,691-99.6% | $4,880-99.6% | $9,540-99.8% |