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 | $65,146 | $115,882-43.8% | $100,516-35.2% | $158,922-59.0% |
| Participation rate | 95.7% | 81.6%+14.1pp | 79.4%+16.3pp | 82.0%+13.7pp |
| Annual return | 170.81% | 34.79%+136.0pp | 30.89%+139.9pp | 302.83%-132.0pp |
| Employer contribution / active EE | $3,865 | $4,103-5.8% | $3,418+13.1% | $4,761-18.8% |
| Participant deferral / active EE | $3,159 | $6,674-52.7% | $6,270-49.6% | $5,982-47.2% |
| Admin fee / account holder | $16 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |