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 | $70,619 | $138,065-48.9% | $123,544-42.8% | $135,375-47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.53% | 153.68%-146.2pp | 119.20%-111.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $2,412 | $5,151-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $14,133 | $6,799+107.9% | $6,426+120.0% | $5,609+152.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |