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 | $133,688 | $78,694+69.9% | $67,652+97.6% | $125,391+6.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.51% | 9.46%-7.9pp | 6625.04%-6623.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,959 | $3,044-35.6% | $2,266-13.5% | $4,866-59.7% |
| Participant deferral / active EE | $13,737 | $4,292+220.0% | $3,560+285.9% | $5,352+156.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |