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 | $93,973 | $144,119-34.8% | $117,854-20.3% | $147,584-36.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.55% | 531.15%-509.6pp | 335.08%-313.5pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,496 | $4,896-49.0% | $3,786-34.1% | $4,876-48.8% |
| Participant deferral / active EE | $5,626 | $5,316+5.8% | $4,482+25.5% | $5,439+3.4% |
| Admin fee / account holder | $92 | $10,886-99.2% | $8,020-98.9% | $10,885-99.2% |