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 | $128,807 | $175,202-26.5% | $149,673-13.9% | $139,434-7.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.67% | 166.71%-143.0pp | 134.42%-110.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,655 | $5,474-51.5% | $4,818-44.9% | $4,751-44.1% |
| Participant deferral / active EE | $9,198 | $6,519+41.1% | $5,680+61.9% | $6,710+37.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |