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 | $75,084 | $183,519-59.1% | $155,509-51.7% | $145,922-48.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.34% | 61.17%-30.8pp | 64.67%-34.3pp | 561.29%-530.9pp |
| Employer contribution / active EE | $2,648 | $5,313-50.2% | $4,672-43.3% | $4,660-43.2% |
| Participant deferral / active EE | $8,092 | $6,462+25.2% | $5,626+43.8% | $6,688+21.0% |
| Admin fee / account holder | $206 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |