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 | $49,509 | $70,428-29.7% | $96,562-48.7% | $85,850-42.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.64% | 18.59%-3.0pp | 37.78%-22.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,431 | $1,413+72.0% | $2,356+3.2% | $2,565-5.2% |
| Participant deferral / active EE | $3,678 | $2,894+27.1% | $3,849-4.4% | $3,952-6.9% |
| Admin fee / account holder | $84 | $4,997-98.3% | $6,181-98.6% | $6,260-98.7% |