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 | $44,969 | $107,334-58.1% | $92,893-51.6% | $152,861-70.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.27% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,258 | $4,221-70.2% | $3,653-65.6% | $4,762-73.6% |
| Participant deferral / active EE | $5,857 | $4,845+20.9% | $4,236+38.3% | $5,850+0.1% |
| Admin fee / account holder | $231 | $7,079-96.7% | $5,794-96.0% | $11,596-98.0% |