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 | $51,832 | $209,411-75.2% | $178,490-71.0% | $158,922-67.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.99% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.8pp |
| Employer contribution / active EE | $9,186 | $5,706+61.0% | $5,011+83.3% | $4,761+92.9% |
| Participant deferral / active EE | $6,213 | $5,954+4.3% | $5,202+19.4% | $5,982+3.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |