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 | $70,429 | $89,355-21.2% | $141,162-50.1% | $72,985-3.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.22% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,560 | $3,114+46.4% | $4,735-3.7% | $2,440+86.9% |
| Participant deferral / active EE | $5,734 | $5,418+5.8% | $6,709-14.5% | $3,607+58.9% |
| Admin fee / account holder | $164 | $5,958-97.2% | $10,261-98.4% | $5,124-96.8% |