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 3-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 | $70,735 | $159,934-55.8% | $147,005-51.9% | $145,959-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,887 | $5,287-26.5% | $4,934-21.2% | $4,661-16.6% |
| Participant deferral / active EE | $10,303 | $8,427+22.3% | $8,070+27.7% | $6,689+54.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |