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 | $45,257 | $107,934-58.1% | $91,989-50.8% | $152,861-70.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.17% | 89.24%-68.1pp | 69.02%-47.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,091 | $4,210-74.1% | $3,452-68.4% | $4,762-77.1% |
| Participant deferral / active EE | $5,674 | $6,364-10.8% | $5,923-4.2% | $5,850-3.0% |
| Admin fee / account holder | $11 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |