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 | $85,591 | $148,534-42.4% | $135,903-37.0% | $139,434-38.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.50% | 79.19%-49.7pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $2,668 | $5,243-49.1% | $4,856-45.1% | $4,751-43.8% |
| Participant deferral / active EE | $7,606 | $8,100-6.1% | $7,758-2.0% | $6,710+13.3% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |