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 | $58,615 | $144,119-59.3% | $117,854-50.3% | $147,584-60.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.19% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,524 | $4,896-48.5% | $3,786-33.3% | $4,876-48.2% |
| Participant deferral / active EE | $8,450 | $5,316+59.0% | $4,482+88.5% | $5,439+55.4% |
| Admin fee / account holder | $180 | $10,886-98.3% | $8,020-97.8% | $10,885-98.3% |