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 | $55,365 | $159,934-65.4% | $147,005-62.3% | $145,959-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.14% | 98.24%-73.1pp | 418.76%-393.6pp | 561.95%-536.8pp |
| Employer contribution / active EE | $2,677 | $5,287-49.4% | $4,934-45.7% | $4,661-42.6% |
| Participant deferral / active EE | $4,437 | $8,427-47.4% | $8,070-45.0% | $6,689-33.7% |
| Admin fee / account holder | $177 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |