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 | $41,694 | $86,286-51.7% | $111,297-62.5% | $85,850-51.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 19.59% | 19.99%-0.4pp | 54.65%-35.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $6,884 | $2,043+236.9% | $2,731+152.1% | $2,565+168.4% |
| Participant deferral / active EE | $5,231 | $3,641+43.7% | $4,487+16.6% | $3,952+32.4% |
| Admin fee / account holder | $189 | $8,188-97.7% | $7,964-97.6% | $6,260-97.0% |