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 | $109,733 | $96,635+13.6% | $86,612+26.7% | $139,434-21.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.28% | 106.41%-86.1pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,100 | $3,263-35.6% | $3,022-30.5% | $4,751-55.8% |
| Participant deferral / active EE | $8,327 | $4,836+72.2% | $4,438+87.6% | $6,710+24.1% |
| Admin fee / account holder | $14 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |