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 | $51,103 | $107,334-52.4% | $92,893-45.0% | $152,861-66.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.49% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,490 | $4,221-41.0% | $3,653-31.8% | $4,762-47.7% |
| Participant deferral / active EE | $7,867 | $4,845+62.4% | $4,236+85.7% | $5,850+34.5% |
| Admin fee / account holder | $139 | $7,079-98.0% | $5,794-97.6% | $11,596-98.8% |