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 | $87,069 | $179,726-51.6% | $156,263-44.3% | $142,382-38.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.99% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,729 | $5,069+13.0% | $4,333+32.2% | $4,299+33.3% |
| Participant deferral / active EE | $10,879 | $6,956+56.4% | $6,158+76.6% | $6,507+67.2% |
| Admin fee / account holder | $14 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |