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 | $48,942 | $81,632-40.0% | $70,449-30.5% | $158,922-69.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.67% | 208.40%-181.7pp | 109.03%-82.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $6,264 | $3,217+94.7% | $2,737+128.9% | $4,761+31.6% |
| Participant deferral / active EE | $9,936 | $4,554+118.2% | $3,709+167.9% | $5,982+66.1% |
| Admin fee / account holder | $250 | $6,193-96.0% | $3,845-93.5% | $11,246-97.8% |