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 | $129,358 | $197,591-34.5% | $177,821-27.3% | $158,922-18.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 58.74% | 58.76%0pp | 48.32%+10.4pp | 302.83%-244.1pp |
| Employer contribution / active EE | $16,364 | $6,697+144.3% | $5,918+176.5% | $4,761+243.7% |
| Participant deferral / active EE | $11,267 | $8,405+34.1% | $7,714+46.1% | $5,982+88.3% |
| Admin fee / account holder | $14 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |