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 | $48,802 | $106,890-54.3% | $84,015-41.9% | $152,861-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.95% | 104.99%-80.0pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $761 | $2,734-72.2% | $1,983-61.6% | $4,762-84.0% |
| Participant deferral / active EE | $995 | $4,011-75.2% | $3,239-69.3% | $5,850-83.0% |
| Admin fee / account holder | $75 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |