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 | $49,635 | $114,381-56.6% | $107,525-53.8% | $142,382-65.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 50.46% | 242.71%-192.2pp | 181.32%-130.9pp | 217.08%-166.6pp |
| Employer contribution / active EE | $8,598 | $4,015+114.2% | $3,754+129.1% | $4,299+100.0% |
| Participant deferral / active EE | $6,461 | $5,564+16.1% | $5,116+26.3% | $6,507-0.7% |
| Admin fee / account holder | $266 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |