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 | $28,374 | $107,334-73.6% | $92,893-69.5% | $152,861-81.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.82% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,021 | $4,221-28.4% | $3,653-17.3% | $4,762-36.6% |
| Participant deferral / active EE | $3,564 | $4,845-26.4% | $4,236-15.9% | $5,850-39.1% |
| Admin fee / account holder | $26 | $7,079-99.6% | $5,794-99.6% | $11,596-99.8% |