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 | $103,995 | $175,202-40.6% | $149,673-30.5% | $139,434-25.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.86% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,162 | $5,474+12.6% | $4,818+27.9% | $4,751+29.7% |
| Participant deferral / active EE | $3,174 | $6,519-51.3% | $5,680-44.1% | $6,710-52.7% |
| Admin fee / account holder | $201 | $16,150-98.8% | $13,210-98.5% | $11,403-98.2% |