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 | $67,477 | $104,907-35.7% | $84,611-20.3% | $152,861-55.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.08% | 373.79%-350.7pp | 258.74%-235.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,018 | $3,302-8.6% | $2,652+13.8% | $4,762-36.6% |
| Participant deferral / active EE | $8,530 | $4,688+82.0% | $3,899+118.8% | $5,850+45.8% |
| Admin fee / account holder | $211 | $6,241-96.6% | $4,912-95.7% | $11,596-98.2% |