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 | $123,472 | $183,519-32.7% | $155,509-20.6% | $145,922-15.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.65% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,847 | $5,313-8.8% | $4,672+3.7% | $4,660+4.0% |
| Participant deferral / active EE | $10,167 | $6,462+57.3% | $5,626+80.7% | $6,688+52.0% |
| Admin fee / account holder | $138 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |