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 | $44,486 | $107,334-58.6% | $92,893-52.1% | $152,861-70.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 27.19% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,758 | $4,221-34.7% | $3,653-24.5% | $4,762-42.1% |
| Participant deferral / active EE | $9,359 | $4,845+93.2% | $4,236+120.9% | $5,850+60.0% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |