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 4-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 | $74,627 | $111,724-33.2% | $93,606-20.3% | $145,922-48.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.20% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,614 | $3,090-15.4% | $2,420+8.0% | $4,660-43.9% |
| Participant deferral / active EE | $15,786 | $4,912+221.4% | $4,411+257.9% | $6,688+136.1% |
| Admin fee / account holder | $285 | $10,250-97.2% | $8,285-96.6% | $13,397-97.9% |