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 | $36,807 | $114,047-67.7% | $96,139-61.7% | $167,490-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.83% | 189.88%-166.0pp | 191.94%-168.1pp | 478.56%-454.7pp |
| Employer contribution / active EE | $2,493 | $3,427-27.2% | $2,797-10.9% | $4,837-48.5% |
| Participant deferral / active EE | $5,493 | $5,194+5.8% | $4,349+26.3% | $6,341-13.4% |
| Admin fee / account holder | $18 | $6,897-99.7% | $5,537-99.7% | $12,309-99.9% |