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 | $52,845 | $107,334-50.8% | $92,893-43.1% | $152,861-65.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.47% | 145.58%-131.1pp | 109.41%-94.9pp | 345.32%-330.9pp |
| Employer contribution / active EE | $3,317 | $4,221-21.4% | $3,653-9.2% | $4,762-30.4% |
| Participant deferral / active EE | $9,488 | $4,845+95.8% | $4,236+124.0% | $5,850+62.2% |
| Admin fee / account holder | $18 | $7,079-99.8% | $5,794-99.7% | $11,596-99.8% |