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 | $57,504 | $96,484-40.4% | $75,886-24.2% | $152,861-62.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.67% | 33.98%-9.3pp | 30.76%-6.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,916 | $3,309+48.6% | $2,500+96.6% | $4,762+3.2% |
| Participant deferral / active EE | $3,825 | $4,553-16.0% | $3,603+6.2% | $5,850-34.6% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |