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 | $72,243 | $102,966-29.8% | $90,281-20.0% | $152,861-52.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.19% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,364 | $3,139+7.2% | $2,854+17.9% | $4,762-29.4% |
| Participant deferral / active EE | $12,488 | $4,281+191.7% | $3,885+221.4% | $5,850+113.5% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |