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 | $34,262 | $107,334-68.1% | $92,893-63.1% | $152,861-77.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.49% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $6,703 | $4,221+58.8% | $3,653+83.5% | $4,762+40.8% |
| Participant deferral / active EE | $2,781 | $4,845-42.6% | $4,236-34.4% | $5,850-52.5% |
| Admin fee / account holder | $213 | $7,079-97.0% | $5,794-96.3% | $11,596-98.2% |