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 | $58,172 | $105,998-45.1% | $92,233-36.9% | $147,584-60.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.74% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,142 | $4,333-73.6% | $3,679-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $3,023 | $4,478-32.5% | $3,897-22.4% | $5,439-44.4% |
| Admin fee / account holder | $231 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |