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 | $70,389 | $157,256-55.2% | $141,162-50.1% | $152,861-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.96% | 64.32%-44.4pp | 71.39%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,339 | $5,261-74.5% | $4,735-71.7% | $4,762-71.9% |
| Participant deferral / active EE | $3,180 | $7,109-55.3% | $6,709-52.6% | $5,850-45.6% |
| Admin fee / account holder | $297 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |