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 | $61,315 | $106,890-42.6% | $84,015-27.0% | $152,861-59.9% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 22.19% | 104.99%-82.8pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $6,450 | $2,734+135.9% | $1,983+225.2% | $4,762+35.4% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $113 | $8,285-98.6% | $6,101-98.1% | $11,596-99.0% |