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 | $52,319 | $209,411-75.0% | $178,490-70.7% | $158,922-67.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.08% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $25,925 | $5,706+354.3% | $5,011+417.4% | $4,761+444.5% |
| Participant deferral / active EE | $22,524 | $5,954+278.3% | $5,202+333.0% | $5,982+276.5% |
| Admin fee / account holder | $138 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |