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 | $47,689 | $107,334-55.6% | $92,893-48.7% | $152,861-68.8% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 21.39% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,041 | $4,221+66.8% | $3,653+92.8% | $4,762+47.9% |
| Participant deferral / active EE | $3,013 | $4,845-37.8% | $4,236-28.9% | $5,850-48.5% |
| Admin fee / account holder | $45 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |