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 | $67,093 | $105,859-36.6% | $90,160-25.6% | $147,584-54.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.45% | 37.63%-26.2pp | 34.88%-23.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,762 | $4,126-57.3% | $3,318-46.9% | $4,876-63.9% |
| Participant deferral / active EE | $3,778 | $5,733-34.1% | $5,288-28.5% | $5,439-30.5% |
| Admin fee / account holder | $23 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |