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 | $122,003 | $175,202-30.4% | $149,673-18.5% | $139,434-12.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $8,739 | $5,474+59.6% | $4,818+81.4% | $4,751+83.9% |
| Participant deferral / active EE | $7,207 | $6,519+10.6% | $5,680+26.9% | $6,710+7.4% |
| Admin fee / account holder | $295 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |