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 | $73,245 | $118,849-38.4% | $96,562-24.1% | $167,490-56.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.51% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,471 | $3,120-52.9% | $2,356-37.6% | $4,837-69.6% |
| Participant deferral / active EE | $8,085 | $4,616+75.2% | $3,849+110.1% | $6,341+27.5% |
| Admin fee / account holder | $19 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |