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 | $72,714 | $175,202-58.5% | $149,673-51.4% | $139,434-47.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.80% | 166.71%-137.9pp | 134.42%-105.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $4,689 | $5,474-14.3% | $4,818-2.7% | $4,751-1.3% |
| Participant deferral / active EE | $3,252 | $6,519-50.1% | $5,680-42.8% | $6,710-51.5% |
| Admin fee / account holder | $3 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |