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 | $84,352 | $226,064-62.7% | $182,532-53.8% | $152,861-44.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.26% | 192.51%-166.2pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,260 | $4,978-74.7% | $4,076-69.1% | $4,762-73.5% |
| Participant deferral / active EE | $2,369 | $6,368-62.8% | $5,524-57.1% | $5,850-59.5% |
| Admin fee / account holder | $39 | $10,703-99.6% | $8,592-99.5% | $11,596-99.7% |