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 | $45,624 | $115,770-60.6% | $101,248-54.9% | $158,922-71.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.14% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,442 | $4,175+54.3% | $3,660+76.0% | $4,761+35.3% |
| Participant deferral / active EE | $4,996 | $4,957+0.8% | $4,370+14.3% | $5,982-16.5% |
| Admin fee / account holder | $111 | $7,245-98.5% | $5,945-98.1% | $11,246-99.0% |