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 | $60,921 | $185,822-67.2% | $169,993-64.2% | $139,434-56.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.14% | 60.50%-33.4pp | 53.37%-26.2pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,540 | $7,590-66.5% | $6,785-62.6% | $4,751-46.5% |
| Participant deferral / active EE | $8,530 | $11,622-26.6% | $10,408-18.0% | $6,710+27.1% |
| Admin fee / account holder | $21 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |