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 | $98,168 | $84,402+16.3% | $61,373+60.0% | $134,475-27.0% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | 21.78% | 584.55%-562.8pp | 338.61%-316.8pp | 417.96%-396.2pp |
| Employer contribution / active EE | $1,000 | $1,544-35.3% | $1,159-13.7% | $4,740-78.9% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $133 | $2,585-94.9% | $2,130-93.7% | $11,426-98.8% |