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 | $51,162 | $198,466-74.2% | $170,442-70.0% | $147,584-65.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.78% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $11,578 | $6,184+87.2% | $5,433+113.1% | $4,876+137.4% |
| Participant deferral / active EE | $8,965 | $5,629+59.3% | $4,939+81.5% | $5,439+64.8% |
| Admin fee / account holder | $160 | $16,852-99.1% | $13,880-98.8% | $10,885-98.5% |