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 | $63,083 | $118,849-46.9% | $96,562-34.7% | $167,490-62.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.52% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,753 | $3,120-43.8% | $2,356-25.6% | $4,837-63.8% |
| Participant deferral / active EE | $2,178 | $4,616-52.8% | $3,849-43.4% | $6,341-65.6% |
| Admin fee / account holder | $114 | $8,065-98.6% | $6,181-98.2% | $12,309-99.1% |