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 | $67,147 | $104,907-36.0% | $84,611-20.6% | $152,861-56.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.07% | 373.79%-351.7pp | 258.74%-236.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,282 | $3,302-61.2% | $2,652-51.7% | $4,762-73.1% |
| Participant deferral / active EE | $6,905 | $4,688+47.3% | $3,899+77.1% | $5,850+18.0% |
| Admin fee / account holder | $22 | $6,241-99.6% | $4,912-99.5% | $11,596-99.8% |