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 | $96,061 | $176,377-45.5% | $134,143-28.4% | $158,922-39.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.87% | 63.63%-58.8pp | 36.33%-31.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $5,580 | $5,040+10.7% | $3,704+50.7% | $4,761+17.2% |
| Participant deferral / active EE | $13,000 | $4,091+217.7% | $3,499+271.6% | $5,982+117.3% |
| Admin fee / account holder | $149 | $8,718-98.3% | $6,684-97.8% | $11,246-98.7% |