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 | $67,042 | $152,587-56.1% | $125,175-46.4% | $152,861-56.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.73% | 54.84%-40.1pp | 43.79%-29.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $976 | $4,946-80.3% | $3,865-74.7% | $4,762-79.5% |
| Participant deferral / active EE | $11,000 | $5,868+87.5% | $4,937+122.8% | $5,850+88.0% |
| Admin fee / account holder | $217 | $13,434-98.4% | $9,702-97.8% | $11,596-98.1% |