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 6-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 | $56,269 | $176,056-68.0% | $159,436-64.7% | $167,490-66.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.19% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,878 | $5,297-64.5% | $4,829-61.1% | $4,837-61.2% |
| Participant deferral / active EE | $12,084 | $7,750+55.9% | $7,352+64.4% | $6,341+90.6% |
| Admin fee / account holder | $36 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |