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 | $44,617 | $107,334-58.4% | $92,893-52.0% | $152,861-70.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.47% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,464 | $4,221-65.3% | $3,653-59.9% | $4,762-69.3% |
| Participant deferral / active EE | $6,225 | $4,845+28.5% | $4,236+47.0% | $5,850+6.4% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |