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 | $68,749 | $106,890-35.7% | $84,015-18.2% | $152,861-55.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.78% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,533 | $2,734-7.4% | $1,983+27.7% | $4,762-46.8% |
| Participant deferral / active EE | $7,809 | $4,011+94.7% | $3,239+141.1% | $5,850+33.5% |
| Admin fee / account holder | $45 | $8,285-99.5% | $6,101-99.3% | $11,596-99.6% |