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 | $71,022 | $105,998-33.0% | $92,233-23.0% | $147,584-51.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.48% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $7,159 | $4,333+65.2% | $3,679+94.6% | $4,876+46.8% |
| Participant deferral / active EE | $7,813 | $4,478+74.5% | $3,897+100.5% | $5,439+43.7% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |