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 | $89,403 | $102,966-13.2% | $90,281-1.0% | $152,861-41.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.64% | 95.16%-76.5pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,551 | $3,139-18.7% | $2,854-10.6% | $4,762-46.4% |
| Participant deferral / active EE | $5,862 | $4,281+36.9% | $3,885+50.9% | $5,850+0.2% |
| Admin fee / account holder | $16 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |