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 | $138,071 | $175,202-21.2% | $149,673-7.8% | $139,434-1.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.10% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $7,058 | $5,474+28.9% | $4,818+46.5% | $4,751+48.6% |
| Participant deferral / active EE | $6,429 | $6,519-1.4% | $5,680+13.2% | $6,710-4.2% |
| Admin fee / account holder | $62 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |