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 | $45,276 | $78,705-42.5% | $117,854-61.6% | $70,131-35.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.88% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $7,059 | $2,223+217.5% | $3,786+86.4% | $2,342+201.3% |
| Participant deferral / active EE | $3,956 | $3,297+20.0% | $4,482-11.7% | $3,332+18.8% |
| Admin fee / account holder | $25 | $5,065-99.5% | $8,020-99.7% | $4,645-99.5% |