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 | $56,225 | $148,534-62.1% | $135,903-58.6% | $139,434-59.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.48% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,150 | $5,243-59.0% | $4,856-55.7% | $4,751-54.7% |
| Participant deferral / active EE | $5,015 | $8,100-38.1% | $7,758-35.4% | $6,710-25.3% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |