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 | $71,473 | $183,963-61.1% | $162,163-55.9% | $152,861-53.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.41% | 150.76%-132.4pp | 115.59%-97.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,044 | $6,371-52.2% | $5,614-45.8% | $4,762-36.1% |
| Participant deferral / active EE | $14,000 | $8,034+74.3% | $7,298+91.8% | $5,850+139.3% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |