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 | $45,835 | $107,334-57.3% | $92,893-50.7% | $152,861-70.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.40% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,952 | $4,221+64.7% | $3,653+90.3% | $4,762+46.0% |
| Participant deferral / active EE | $4,294 | $4,845-11.4% | $4,236+1.4% | $5,850-26.6% |
| Admin fee / account holder | $161 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |