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 | $69,377 | $107,334-35.4% | $92,893-25.3% | $152,861-54.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 25.09% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $10,921 | $4,221+158.7% | $3,653+199.0% | $4,762+129.3% |
| Participant deferral / active EE | $10,198 | $4,845+110.5% | $4,236+140.7% | $5,850+74.3% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |