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 | $13,708 | $108,642-87.4% | $74,701-81.6% | $152,861-91.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 20.36% | 114.06%-93.7pp | 752.92%-732.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $9,626 | $1,503+540.5% | $1,084+788.3% | $4,762+102.1% |
| Participant deferral / active EE | $3,288 | $2,712+21.2% | $1,964+67.5% | $5,850-43.8% |
| Admin fee / account holder | $299 | $4,902-93.9% | $3,333-91.0% | $11,596-97.4% |