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 | $67,101 | $97,757-31.4% | $83,848-20.0% | $135,375-50.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.64% | 1287.37%-1275.7pp | 850.88%-839.2pp | 519.73%-508.1pp |
| Employer contribution / active EE | $6,543 | $4,222+55.0% | $3,631+80.2% | $4,779+36.9% |
| Participant deferral / active EE | $9,915 | $4,682+111.8% | $4,082+142.9% | $5,609+76.8% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |