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 | $72,046 | $106,890-32.6% | $84,015-14.2% | $152,861-52.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.79% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,648 | $2,734-3.1% | $1,983+33.5% | $4,762-44.4% |
| Participant deferral / active EE | $4,477 | $4,011+11.6% | $3,239+38.2% | $5,850-23.5% |
| Admin fee / account holder | $56 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |