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 | $110,433 | $209,411-47.3% | $178,490-38.1% | $158,922-30.5% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 38.50% | 188.75%-150.3pp | 151.07%-112.6pp | 302.83%-264.3pp |
| Employer contribution / active EE | $1,675 | $5,706-70.7% | $5,011-66.6% | $4,761-64.8% |
| Participant deferral / active EE | $3,287 | $5,954-44.8% | $5,202-36.8% | $5,982-45.1% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |