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 | $31,292 | $106,890-70.7% | $84,015-62.8% | $152,861-79.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.75% | 104.99%-79.2pp | 71.31%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,135 | $2,734-21.9% | $1,983+7.7% | $4,762-55.2% |
| Participant deferral / active EE | $4,328 | $4,011+7.9% | $3,239+33.6% | $5,850-26.0% |
| Admin fee / account holder | $31 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |