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 | $56,506 | $107,934-47.6% | $91,989-38.6% | $152,861-63.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.63% | 89.24%-73.6pp | 69.02%-53.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,768 | $4,210+13.3% | $3,452+38.1% | $4,762+0.1% |
| Participant deferral / active EE | $5,231 | $6,364-17.8% | $5,923-11.7% | $5,850-10.6% |
| Admin fee / account holder | $161 | $10,520-98.5% | $7,743-97.9% | $11,596-98.6% |