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 | $68,508 | $117,841-41.9% | $102,423-33.1% | $145,922-53.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,131 | $3,615+97.3% | $3,023+135.9% | $4,660+53.0% |
| Participant deferral / active EE | $7,048 | $5,731+23.0% | $5,053+39.5% | $6,688+5.4% |
| Admin fee / account holder | $150 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |