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 | $93,783 | $183,519-48.9% | $155,509-39.7% | $145,922-35.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.71% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $9,500 | $5,313+78.8% | $4,672+103.3% | $4,660+103.9% |
| Participant deferral / active EE | $8,482 | $6,462+31.3% | $5,626+50.8% | $6,688+26.8% |
| Admin fee / account holder | $106 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |