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 | $72,532 | $96,965-25.2% | $97,995-26.0% | $147,584-50.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 21.12% | 24.11%-3.0pp | 23.94%-2.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $11,471 | $4,536+152.9% | $4,158+175.9% | $4,876+135.2% |
| Participant deferral / active EE | $8,107 | $5,081+59.6% | $5,097+59.1% | $5,439+49.1% |
| Admin fee / account holder | $275 | $8,120-96.6% | $5,943-95.4% | $10,885-97.5% |