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 | $58,426 | $153,772-62.0% | $133,980-56.4% | $273,961-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 387.47% | 36.51%+351.0pp | 29.30%+358.2pp | 41.45%+346.0pp |
| Employer contribution / active EE | $3,049 | $6,029-49.4% | $5,211-41.5% | $4,869-37.4% |
| Participant deferral / active EE | $6,128 | $6,958-11.9% | $6,282-2.4% | $5,287+15.9% |
| Admin fee / account holder | $40 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |