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 | $60,461 | $158,398-61.8% | $126,539-52.2% | $142,382-57.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.74% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,317 | $4,650-28.7% | $3,674-9.7% | $4,299-22.8% |
| Participant deferral / active EE | $3,567 | $4,767-25.2% | $4,083-12.6% | $6,507-45.2% |
| Admin fee / account holder | $118 | $6,918-98.3% | $6,065-98.1% | $12,624-99.1% |