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 | $53,017 | $99,079-46.5% | $77,999-32.0% | $273,961-80.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.18% | 217.93%-207.7pp | 425.96%-415.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $4,731 | $3,308+43.0% | $2,470+91.5% | $4,869-2.8% |
| Participant deferral / active EE | $15,063 | $4,306+249.8% | $3,497+330.8% | $5,287+184.9% |
| Admin fee / account holder | $42 | $8,954-99.5% | $5,480-99.2% | $10,132-99.6% |