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 | $50,622 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.91% | 188.75%-170.8pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $9,235 | $5,706+61.8% | $5,011+84.3% | $4,761+94.0% |
| Participant deferral / active EE | $3,635 | $5,954-39.0% | $5,202-30.1% | $5,982-39.2% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |