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 | $60,733 | $175,202-65.3% | $149,673-59.4% | $139,434-56.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.04% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,496 | $5,474-54.4% | $4,818-48.2% | $4,751-47.5% |
| Participant deferral / active EE | $5,213 | $6,519-20.0% | $5,680-8.2% | $6,710-22.3% |
| Admin fee / account holder | $241 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |