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 | $64,724 | $159,901-59.5% | $146,958-56.0% | $145,922-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.76% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,890 | $5,286-26.4% | $4,933-21.1% | $4,660-16.5% |
| Participant deferral / active EE | $10,141 | $8,428+20.3% | $8,070+25.7% | $6,688+51.6% |
| Admin fee / account holder | $10 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |