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 | $56,660 | $202,318-72.0% | $172,739-67.2% | $152,861-62.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 33.88% | 1029.65%-995.8pp | 802.84%-769.0pp | 345.32%-311.4pp |
| Employer contribution / active EE | $2,108 | $5,856-64.0% | $5,143-59.0% | $4,762-55.7% |
| Participant deferral / active EE | $4,047 | $5,948-32.0% | $5,198-22.1% | $5,850-30.8% |
| Admin fee / account holder | $38 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |