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 | $56,074 | $107,334-47.8% | $92,893-39.6% | $152,861-63.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.41% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $14,115 | $4,221+234.4% | $3,653+286.4% | $4,762+196.4% |
| Participant deferral / active EE | $7,419 | $4,845+53.1% | $4,236+75.1% | $5,850+26.8% |
| Admin fee / account holder | $23 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |