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 | $56,477 | $81,632-30.8% | $70,449-19.8% | $158,922-64.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.21% | 208.40%-200.2pp | 109.03%-100.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $3,325 | $3,217+3.3% | $2,737+21.5% | $4,761-30.2% |
| Participant deferral / active EE | $2,417 | $4,554-46.9% | $3,709-34.8% | $5,982-59.6% |
| Admin fee / account holder | $10 | $6,193-99.8% | $3,845-99.7% | $11,246-99.9% |