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 | $64,857 | $115,770-44.0% | $101,248-35.9% | $158,922-59.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.44% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,083 | $4,175-26.2% | $3,660-15.8% | $4,761-35.3% |
| Participant deferral / active EE | $4,447 | $4,957-10.3% | $4,370+1.8% | $5,982-25.7% |
| Admin fee / account holder | $214 | $7,245-97.0% | $5,945-96.4% | $11,246-98.1% |