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 | $91,390 | $209,832-56.4% | $189,513-51.8% | $167,490-45.4% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 78.27% | 748.27%-670.0pp | 555.15%-476.9pp | 478.56%-400.3pp |
| Employer contribution / active EE | $2,955 | $6,914-57.3% | $6,162-52.0% | $4,837-38.9% |
| Participant deferral / active EE | $7,709 | $8,935-13.7% | $8,221-6.2% | $6,341+21.6% |
| Admin fee / account holder | $17 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |