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 | $133,801 | $99,652+34.3% | $78,778+69.8% | $147,584-9.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.89% | 47.28%-27.4pp | 35.62%-15.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,656 | $2,796-40.8% | $1,986-16.6% | $4,876-66.0% |
| Participant deferral / active EE | $5,118 | $3,664+39.7% | $2,958+73.0% | $5,439-5.9% |
| Admin fee / account holder | $248 | $7,155-96.5% | $5,134-95.2% | $10,885-97.7% |