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 | $53,405 | $107,934-50.5% | $91,989-41.9% | $152,861-65.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.37% | 89.24%-63.9pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,295 | $4,210-45.5% | $3,452-33.5% | $4,762-51.8% |
| Participant deferral / active EE | $7,692 | $6,364+20.9% | $5,923+29.9% | $5,850+31.5% |
| Admin fee / account holder | $47 | $10,520-99.6% | $7,743-99.4% | $11,596-99.6% |