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 | $83,016 | $85,202-2.6% | $172,739-51.9% | $72,985+13.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,243 | $3,324-32.5% | $5,143-56.4% | $2,440-8.1% |
| Participant deferral / active EE | $6,092 | $3,260+86.9% | $5,198+17.2% | $3,607+68.9% |
| Admin fee / account holder | $52 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |