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 | $131,236 | $99,652+31.7% | $78,778+66.6% | $147,584-11.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.19% | 47.28%-35.1pp | 35.62%-23.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,360 | $2,796-51.3% | $1,986-31.5% | $4,876-72.1% |
| Participant deferral / active EE | $4,340 | $3,664+18.5% | $2,958+46.7% | $5,439-20.2% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |