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 | $45,728 | $104,907-56.4% | $84,611-46.0% | $152,861-70.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.41% | 373.79%-355.4pp | 258.74%-240.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,375 | $3,302-28.1% | $2,652-10.5% | $4,762-50.1% |
| Participant deferral / active EE | $6,136 | $4,688+30.9% | $3,899+57.4% | $5,850+4.9% |
| Admin fee / account holder | $110 | $6,241-98.2% | $4,912-97.8% | $11,596-99.1% |