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 | $81,022 | $157,256-48.5% | $141,162-42.6% | $152,861-47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 56.52% | 64.32%-7.8pp | 71.39%-14.9pp | 345.32%-288.8pp |
| Employer contribution / active EE | $8,740 | $5,261+66.1% | $4,735+84.6% | $4,762+83.5% |
| Participant deferral / active EE | $10,855 | $7,109+52.7% | $6,709+61.8% | $5,850+85.6% |
| Admin fee / account holder | $248 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |