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 | $205,980 | $755,339-72.7% | $379,746-45.8% | $158,922+29.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 21.48% | 53.41%-31.9pp | 34.90%-13.4pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,795 | $4,685-19.0% | $3,540+7.2% | $4,761-20.3% |
| Participant deferral / active EE | $12,662 | $7,938+59.5% | $6,024+110.2% | $5,982+111.7% |
| Admin fee / account holder | $8 | $14,482-99.9% | $7,927-99.9% | $11,246-99.9% |