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 | $88,906 | $175,202-49.3% | $149,673-40.6% | $139,434-36.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.11% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,223 | $5,474-59.4% | $4,818-53.9% | $4,751-53.2% |
| Participant deferral / active EE | $13,257 | $6,519+103.4% | $5,680+133.4% | $6,710+97.6% |
| Admin fee / account holder | $51 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |