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 | $44,854 | $95,561-53.1% | $77,163-41.9% | $139,434-67.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.58% | 54.92%-36.3pp | 37.87%-19.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,424 | $3,147-23.0% | $2,535-4.4% | $4,751-49.0% |
| Participant deferral / active EE | $3,537 | $4,624-23.5% | $3,833-7.7% | $6,710-47.3% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |