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 | $42,861 | $53,127-19.3% | $86,590-50.5% | $70,131-38.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.87% | 27.66%-13.8pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,344 | $2,068+13.3% | $2,839-17.5% | $2,342+0.1% |
| Participant deferral / active EE | $1,537 | $2,696-43.0% | $3,609-57.4% | $3,332-53.9% |
| Admin fee / account holder | $171 | $3,585-95.2% | $4,906-96.5% | $4,645-96.3% |