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 | $66,587 | $144,119-53.8% | $117,854-43.5% | $147,584-54.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.63% | 531.15%-510.5pp | 335.08%-314.4pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,477 | $4,896-49.4% | $3,786-34.6% | $4,876-49.2% |
| Participant deferral / active EE | $2,139 | $5,316-59.8% | $4,482-52.3% | $5,439-60.7% |
| Admin fee / account holder | $250 | $10,886-97.7% | $8,020-96.9% | $10,885-97.7% |