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 | $70,472 | $73,515-4.1% | $62,995+11.9% | $147,584-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.36% | 175.43%-163.1pp | 87.57%-75.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,795 | $3,320-45.9% | $2,759-34.9% | $4,876-63.2% |
| Participant deferral / active EE | $11,054 | $4,185+164.1% | $3,329+232.0% | $5,439+103.2% |
| Admin fee / account holder | $17 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |