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 | $72,037 | $106,890-32.6% | $84,015-14.3% | $152,861-52.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 23.79% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,949 | $2,734+7.9% | $1,983+48.7% | $4,762-38.1% |
| Participant deferral / active EE | $6,107 | $4,011+52.2% | $3,239+88.6% | $5,850+4.4% |
| Admin fee / account holder | $150 | $8,285-98.2% | $6,101-97.5% | $11,596-98.7% |