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 | $63,518 | $106,890-40.6% | $84,015-24.4% | $152,861-58.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.34% | 104.99%-83.6pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,785 | $2,734+1.9% | $1,983+40.4% | $4,762-41.5% |
| Participant deferral / active EE | $5,376 | $4,011+34.0% | $3,239+66.0% | $5,850-8.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |