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 | $52,167 | $106,890-51.2% | $84,015-37.9% | $152,861-65.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.66% | 104.99%-77.3pp | 71.31%-43.6pp | 345.32%-317.7pp |
| Employer contribution / active EE | $3,576 | $2,734+30.8% | $1,983+80.3% | $4,762-24.9% |
| Participant deferral / active EE | $5,837 | $4,011+45.5% | $3,239+80.2% | $5,850-0.2% |
| Admin fee / account holder | $22 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |