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 | $93,926 | $175,202-46.4% | $149,673-37.2% | $139,434-32.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.59% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,273 | $5,474-58.5% | $4,818-52.8% | $4,751-52.2% |
| Participant deferral / active EE | $5,562 | $6,519-14.7% | $5,680-2.1% | $6,710-17.1% |
| Admin fee / account holder | $279 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |