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 | $59,758 | $107,334-44.3% | $92,893-35.7% | $152,861-60.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.89% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,460 | $4,221-65.4% | $3,653-60.0% | $4,762-69.3% |
| Participant deferral / active EE | $5,545 | $4,845+14.5% | $4,236+30.9% | $5,850-5.2% |
| Admin fee / account holder | $168 | $7,079-97.6% | $5,794-97.1% | $11,596-98.6% |