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 | $71,166 | $107,334-33.7% | $92,893-23.4% | $152,861-53.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.33% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,542 | $4,221-39.8% | $3,653-30.4% | $4,762-46.6% |
| Participant deferral / active EE | $4,446 | $4,845-8.2% | $4,236+4.9% | $5,850-24.0% |
| Admin fee / account holder | $278 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |