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 | $94,623 | $138,065-31.5% | $123,544-23.4% | $135,375-30.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 44.53% | 153.68%-109.2pp | 119.20%-74.7pp | 519.73%-475.2pp |
| Employer contribution / active EE | $4,600 | $5,151-10.7% | $4,628-0.6% | $4,779-3.7% |
| Participant deferral / active EE | $7,126 | $6,799+4.8% | $6,426+10.9% | $5,609+27.1% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |