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 | $67,194 | $176,056-61.8% | $159,436-57.9% | $167,490-59.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.35% | 331.75%-309.4pp | 263.57%-241.2pp | 478.56%-456.2pp |
| Employer contribution / active EE | $3,429 | $5,297-35.3% | $4,829-29.0% | $4,837-29.1% |
| Participant deferral / active EE | $4,614 | $7,750-40.5% | $7,352-37.2% | $6,341-27.2% |
| Admin fee / account holder | $87 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |