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 | $54,706 | $111,754-51.0% | $103,333-47.1% | $145,922-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.63% | 24.77%-14.1pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,698 | $4,212-59.7% | $3,868-56.1% | $4,660-63.6% |
| Participant deferral / active EE | $7,252 | $5,619+29.1% | $5,057+43.4% | $6,688+8.4% |
| Admin fee / account holder | $299 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |