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 | $62,073 | $115,770-46.4% | $101,248-38.7% | $158,922-60.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.55% | 56.14%-44.6pp | 46.47%-34.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,854 | $4,175-55.6% | $3,660-49.4% | $4,761-61.1% |
| Participant deferral / active EE | $4,393 | $4,957-11.4% | $4,370+0.5% | $5,982-26.6% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |