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 | $65,458 | $127,386-48.6% | $115,037-43.1% | $125,391-47.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 14.48% | 31.28%-16.8pp | 26.14%-11.7pp | 282.22%-267.7pp |
| Employer contribution / active EE | $7,143 | $5,166+38.3% | $4,608+55.0% | $4,866+46.8% |
| Participant deferral / active EE | $12,241 | $6,423+90.6% | $6,026+103.1% | $5,352+128.7% |
| Admin fee / account holder | $85 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |