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 | $80,759 | $157,256-48.6% | $141,162-42.8% | $152,861-47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.99% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,181 | $5,261-58.5% | $4,735-53.9% | $4,762-54.2% |
| Participant deferral / active EE | $6,788 | $7,109-4.5% | $6,709+1.2% | $5,850+16.0% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |