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 | $84,393 | $105,998-20.4% | $92,233-8.5% | $147,584-42.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.93% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,224 | $4,333-48.7% | $3,679-39.6% | $4,876-54.4% |
| Participant deferral / active EE | $2,781 | $4,478-37.9% | $3,897-28.6% | $5,439-48.9% |
| Admin fee / account holder | $5 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |