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 | $77,640 | $157,256-50.6% | $141,162-45.0% | $152,861-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 51.07% | 64.32%-13.3pp | 71.39%-20.3pp | 345.32%-294.2pp |
| Employer contribution / active EE | $2,737 | $5,261-48.0% | $4,735-42.2% | $4,762-42.5% |
| Participant deferral / active EE | $7,276 | $7,109+2.3% | $6,709+8.5% | $5,850+24.4% |
| Admin fee / account holder | $79 | $12,120-99.4% | $10,261-99.2% | $11,596-99.3% |