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 | $60,078 | $217,402-72.4% | $185,823-67.7% | $167,490-64.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.95% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,644 | $5,873-55.0% | $5,167-48.8% | $4,837-45.3% |
| Participant deferral / active EE | $9,342 | $6,356+47.0% | $5,568+67.8% | $6,341+47.3% |
| Admin fee / account holder | $218 | $19,811-98.9% | $16,237-98.7% | $12,309-98.2% |