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 9-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 | $58,408 | $100,773-42.0% | $88,946-34.3% | $142,382-59.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.99% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,182 | $2,918+43.3% | $2,555+63.7% | $4,299-2.7% |
| Participant deferral / active EE | $10,293 | $5,230+96.8% | $4,581+124.7% | $6,507+58.2% |
| Admin fee / account holder | $237 | $9,693-97.6% | $8,261-97.1% | $12,624-98.1% |