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 | $126,257 | $209,832-39.8% | $189,513-33.4% | $167,490-24.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.12% | 748.27%-728.1pp | 555.15%-535.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,527 | $6,914-63.4% | $6,162-59.0% | $4,837-47.8% |
| Participant deferral / active EE | $5,217 | $8,935-41.6% | $8,221-36.5% | $6,341-17.7% |
| Admin fee / account holder | $21 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |