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 | $25,661 | $135,952-81.1% | $123,892-79.3% | $273,961-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 308.23% | 56.63%+251.6pp | 47.52%+260.7pp | 41.45%+266.8pp |
| Employer contribution / active EE | $2,277 | $5,170-56.0% | $4,617-50.7% | $4,869-53.2% |
| Participant deferral / active EE | $4,011 | $6,343-36.8% | $5,984-33.0% | $5,287-24.1% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |