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 | $37,931 | $99,020-61.7% | $86,590-56.2% | $147,584-74.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.54% | 1312.34%-1295.8pp | 964.84%-948.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $7,053 | $3,132+125.2% | $2,839+148.4% | $4,876+44.6% |
| Participant deferral / active EE | $11,751 | $3,972+195.8% | $3,609+225.6% | $5,439+116.1% |
| Admin fee / account holder | $285 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |