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 | $64,439 | $209,832-69.3% | $189,513-66.0% | $167,490-61.5% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.6pp | 82.1%+13.3pp |
| Annual return | 13.51% | 748.27%-734.8pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,767 | $6,914-31.0% | $6,162-22.6% | $4,837-1.5% |
| Participant deferral / active EE | $3,431 | $8,935-61.6% | $8,221-58.3% | $6,341-45.9% |
| Admin fee / account holder | $274 | $14,293-98.1% | $12,045-97.7% | $12,309-97.8% |