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 | $177,492 | $93,346+90.1% | $71,796+147.2% | $273,961-35.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.57% | 130.39%-126.8pp | 78.04%-74.5pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,644 | $2,733-39.9% | $1,924-14.6% | $4,869-66.2% |
| Participant deferral / active EE | $8,596 | $3,475+147.4% | $2,794+207.6% | $5,287+62.6% |
| Admin fee / account holder | $300 | $6,571-95.4% | $4,815-93.8% | $10,132-97.0% |