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 | $62,704 | $96,635-35.1% | $86,612-27.6% | $139,434-55.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.70% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,082 | $3,263-36.2% | $3,022-31.1% | $4,751-56.2% |
| Participant deferral / active EE | $7,511 | $4,836+55.3% | $4,438+69.2% | $6,710+11.9% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |