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 | $97,355 | $124,185-21.6% | $108,410-10.2% | $167,490-41.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.06% | 1379.64%-1360.6pp | 905.27%-886.2pp | 478.56%-459.5pp |
| Employer contribution / active EE | $3,299 | $4,187-21.2% | $3,558-7.3% | $4,837-31.8% |
| Participant deferral / active EE | $20,245 | $6,908+193.1% | $6,563+208.5% | $6,341+219.3% |
| Admin fee / account holder | $90 | $9,455-99.1% | $7,295-98.8% | $12,309-99.3% |