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 | $76,025 | $85,766-11.4% | $136,294-44.2% | $70,131+8.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.49% | 31.45%-2.0pp | 5155.94%-5126.4pp | 73.14%-43.6pp |
| Employer contribution / active EE | $5,605 | $2,966+89.0% | $4,695+19.4% | $2,342+139.3% |
| Participant deferral / active EE | $6,904 | $5,051+36.7% | $6,247+10.5% | $3,332+107.2% |
| Admin fee / account holder | $271 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |