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 | $92,033 | $183,963-50.0% | $162,163-43.2% | $152,861-39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.04% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,688 | $6,371-57.8% | $5,614-52.1% | $4,762-43.6% |
| Participant deferral / active EE | $8,874 | $8,034+10.5% | $7,298+21.6% | $5,850+51.7% |
| Admin fee / account holder | $21 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |