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 | $48,263 | $88,710-45.6% | $81,783-41.0% | $145,959-66.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.41% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $7,598 | $3,083+146.4% | $2,913+160.9% | $4,661+63.0% |
| Participant deferral / active EE | $5,753 | $4,645+23.9% | $4,320+33.2% | $6,689-14.0% |
| Admin fee / account holder | $105 | $8,407-98.7% | $7,380-98.6% | $13,398-99.2% |