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 | $106,844 | $99,079+7.8% | $77,999+37.0% | $273,961-61.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.06% | 217.93%-210.9pp | 425.96%-418.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $839 | $3,308-74.6% | $2,470-66.0% | $4,869-82.8% |
| Participant deferral / active EE | $7,933 | $4,306+84.2% | $3,497+126.9% | $5,287+50.1% |
| Admin fee / account holder | $72 | $8,954-99.2% | $5,480-98.7% | $10,132-99.3% |