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 | $64,492 | $106,890-39.7% | $84,015-23.2% | $152,861-57.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 28.21% | 104.99%-76.8pp | 71.31%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $21,050 | $2,734+669.9% | $1,983+961.3% | $4,762+342.0% |
| Participant deferral / active EE | $9,686 | $4,011+141.5% | $3,239+199.1% | $5,850+65.6% |
| Admin fee / account holder | $228 | $8,285-97.2% | $6,101-96.3% | $11,596-98.0% |