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 6-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 | $60,494 | $102,966-41.2% | $90,281-33.0% | $152,861-60.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.03% | 95.16%-84.1pp | 78.10%-67.1pp | 345.32%-334.3pp |
| Employer contribution / active EE | $1,105 | $3,139-64.8% | $2,854-61.3% | $4,762-76.8% |
| Participant deferral / active EE | $1,105 | $4,281-74.2% | $3,885-71.6% | $5,850-81.1% |
| Admin fee / account holder | $66 | $6,171-98.9% | $5,351-98.8% | $11,596-99.4% |