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 | $27,614 | $226,064-87.8% | $182,532-84.9% | $152,861-81.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.99% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,968 | $4,978-40.4% | $4,076-27.2% | $4,762-37.7% |
| Participant deferral / active EE | $4,786 | $6,368-24.8% | $5,524-13.4% | $5,850-18.2% |
| Admin fee / account holder | $24 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |