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 | $123,212 | $63,819+93.1% | $57,736+113.4% | $139,434-11.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 27.50%-8.0pp | 43.59%-24.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,764 | $2,754-36.0% | $2,452-28.1% | $4,751-62.9% |
| Participant deferral / active EE | $3,559 | $5,353-33.5% | $4,672-23.8% | $6,710-47.0% |
| Admin fee / account holder | $0 | $1,300-100.0% | $1,502-100.0% | $11,403-100.0% |