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 | $55,186 | $96,484-42.8% | $75,886-27.3% | $152,861-63.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.89% | 33.98%-9.1pp | 30.76%-5.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,915 | $3,309-42.1% | $2,500-23.4% | $4,762-59.8% |
| Participant deferral / active EE | $4,180 | $4,553-8.2% | $3,603+16.0% | $5,850-28.5% |
| Admin fee / account holder | $65 | $8,078-99.2% | $5,418-98.8% | $11,596-99.4% |