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 | $101,509 | $202,432-49.9% | $169,368-40.1% | $139,434-27.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.41% | 531.74%-513.3pp | 405.60%-387.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $6,353 | $4,692+35.4% | $4,013+58.3% | $4,751+33.7% |
| Participant deferral / active EE | $9,160 | $6,938+32.0% | $6,221+47.2% | $6,710+36.5% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |