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 | $81,677 | $85,766-4.8% | $136,294-40.1% | $70,131+16.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.09% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,545 | $2,966+19.5% | $4,695-24.5% | $2,342+51.3% |
| Participant deferral / active EE | $9,438 | $5,051+86.8% | $6,247+51.1% | $3,332+183.3% |
| Admin fee / account holder | $254 | $5,420-95.3% | $9,243-97.3% | $4,645-94.5% |