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 | $25,491 | $107,334-76.3% | $92,893-72.6% | $152,861-83.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.79% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,012 | $4,221-28.6% | $3,653-17.5% | $4,762-36.7% |
| Participant deferral / active EE | $5,963 | $4,845+23.1% | $4,236+40.8% | $5,850+1.9% |
| Admin fee / account holder | $18 | $7,079-99.8% | $5,794-99.7% | $11,596-99.8% |