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 | $68,276 | $99,652-31.5% | $78,778-13.3% | $147,584-53.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.27% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $7,050 | $2,796+152.2% | $1,986+255.1% | $4,876+44.6% |
| Participant deferral / active EE | $5,287 | $3,664+44.3% | $2,958+78.7% | $5,439-2.8% |
| Admin fee / account holder | $58 | $7,155-99.2% | $5,134-98.9% | $10,885-99.5% |