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 | $133,213 | $755,339-82.4% | $379,746-64.9% | $158,922-16.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 20.31% | 53.41%-33.1pp | 34.90%-14.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,954 | $4,685-37.0% | $3,540-16.6% | $4,761-38.0% |
| Participant deferral / active EE | $6,075 | $7,938-23.5% | $6,024+0.8% | $5,982+1.6% |
| Admin fee / account holder | $30 | $14,482-99.8% | $7,927-99.6% | $11,246-99.7% |