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 | $83,125 | $232,540-64.3% | $185,117-55.1% | $147,584-43.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.97% | 43.03%-22.1pp | 40.50%-19.5pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,303 | $5,195-36.4% | $4,182-21.0% | $4,876-32.3% |
| Participant deferral / active EE | $9,326 | $5,834+59.9% | $5,045+84.9% | $5,439+71.5% |
| Admin fee / account holder | $19 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |