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 | $52,200 | $99,652-47.6% | $78,778-33.7% | $147,584-64.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.53% | 47.28%-37.8pp | 35.62%-26.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $4,207 | $2,796+50.5% | $1,986+111.9% | $4,876-13.7% |
| Participant deferral / active EE | $6,651 | $3,664+81.6% | $2,958+124.8% | $5,439+22.3% |
| Admin fee / account holder | $300 | $7,155-95.8% | $5,134-94.2% | $10,885-97.2% |