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 | $100,450 | $67,823+48.1% | $52,425+91.6% | $137,256-26.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.42% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $622 | $1,163-46.5% | $914-31.9% | $4,156-85.0% |
| Participant deferral / active EE | $1,924 | $2,288-15.9% | $1,790+7.5% | $6,407-70.0% |
| Admin fee / account holder | $8 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |