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 | $73,932 | $157,256-53.0% | $141,162-47.6% | $152,861-51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.05% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,287 | $5,261-18.5% | $4,735-9.5% | $4,762-10.0% |
| Participant deferral / active EE | $14,168 | $7,109+99.3% | $6,709+111.2% | $5,850+142.2% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |