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 | $71,370 | $107,334-33.5% | $92,893-23.2% | $152,861-53.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 12.48% | 145.58%-133.1pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $3,160 | $4,221-25.1% | $3,653-13.5% | $4,762-33.6% |
| Participant deferral / active EE | $9,719 | $4,845+100.6% | $4,236+129.4% | $5,850+66.1% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |