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 | $38,349 | $63,346-39.5% | $92,233-58.4% | $70,131-45.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.12% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,059 | $2,471-16.7% | $3,679-44.0% | $2,342-12.1% |
| Participant deferral / active EE | $2,118 | $2,854-25.8% | $3,897-45.7% | $3,332-36.4% |
| Admin fee / account holder | $142 | $3,840-96.3% | $5,194-97.3% | $4,645-96.9% |