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 | $81,795 | $107,334-23.8% | $92,893-11.9% | $152,861-46.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.39% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,816 | $4,221-57.0% | $3,653-50.3% | $4,762-61.9% |
| Participant deferral / active EE | $5,978 | $4,845+23.4% | $4,236+41.1% | $5,850+2.2% |
| Admin fee / account holder | $37 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |