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 | $77,505 | $152,587-49.2% | $125,175-38.1% | $152,861-49.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.44% | 54.84%-33.4pp | 43.79%-22.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $5,918 | $4,946+19.6% | $3,865+53.1% | $4,762+24.3% |
| Participant deferral / active EE | $9,575 | $5,868+63.2% | $4,937+94.0% | $5,850+63.7% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |