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 | $134,791 | $99,079+36.0% | $77,999+72.8% | $273,961-50.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.24% | 217.93%-209.7pp | 425.96%-417.7pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,393 | $3,308-57.9% | $2,470-43.6% | $4,869-71.4% |
| Participant deferral / active EE | $5,681 | $4,306+31.9% | $3,497+62.5% | $5,287+7.4% |
| Admin fee / account holder | $187 | $8,954-97.9% | $5,480-96.6% | $10,132-98.2% |