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 | $109,239 | $99,079+10.3% | $77,999+40.1% | $273,961-60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.84% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,794 | $3,308-15.5% | $2,470+13.1% | $4,869-42.6% |
| Participant deferral / active EE | $9,220 | $4,306+114.1% | $3,497+163.7% | $5,287+74.4% |
| Admin fee / account holder | $43 | $8,954-99.5% | $5,480-99.2% | $10,132-99.6% |