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 | $63,295 | $105,859-40.2% | $90,160-29.8% | $147,584-57.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.00% | 37.63%-25.6pp | 34.88%-22.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $13,929 | $4,126+237.6% | $3,318+319.8% | $4,876+185.7% |
| Participant deferral / active EE | $11,712 | $5,733+104.3% | $5,288+121.5% | $5,439+115.3% |
| Admin fee / account holder | $126 | $8,046-98.4% | $5,943-97.9% | $10,885-98.8% |