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 | $62,178 | $112,096-44.5% | $95,952-35.2% | $158,922-60.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.50% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,766 | $3,198-44.8% | $2,541-30.5% | $4,761-62.9% |
| Participant deferral / active EE | $5,805 | $4,784+21.3% | $4,167+39.3% | $5,982-3.0% |
| Admin fee / account holder | $24 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |