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 | $92,243 | $156,846-41.2% | $121,098-23.8% | $139,434-33.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 1474.56%-1460.0pp | 985.75%-971.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $5,523 | $5,536-0.2% | $4,164+32.6% | $4,751+16.3% |
| Participant deferral / active EE | $3,822 | $4,844-21.1% | $4,080-6.3% | $6,710-43.0% |
| Admin fee / account holder | $219 | $6,946-96.8% | $5,644-96.1% | $11,403-98.1% |