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 | $55,888 | $142,405-60.8% | $115,157-51.5% | $152,861-63.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.15% | 41.48%-19.3pp | 35.60%-13.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,432 | $4,010+85.3% | $3,179+133.8% | $4,762+56.1% |
| Participant deferral / active EE | $5,712 | $5,164+10.6% | $4,168+37.0% | $5,850-2.4% |
| Admin fee / account holder | $294 | $8,462-96.5% | $7,088-95.9% | $11,596-97.5% |