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 | $74,253 | $183,519-59.5% | $155,509-52.3% | $145,922-49.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.80% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,016 | $5,313-24.4% | $4,672-14.1% | $4,660-13.8% |
| Participant deferral / active EE | $12,003 | $6,462+85.7% | $5,626+113.3% | $6,688+79.5% |
| Admin fee / account holder | $127 | $19,313-99.3% | $15,912-99.2% | $13,397-99.1% |