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 | $51,135 | $54,705-6.5% | $71,209-28.2% | $84,808-39.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.79% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $10,008 | $2,158+363.8% | $2,721+267.8% | $2,631+280.4% |
| Participant deferral / active EE | $7,732 | $3,030+155.1% | $4,175+85.2% | $4,212+83.6% |
| Admin fee / account holder | $215 | $4,863-95.6% | $5,349-96.0% | $7,344-97.1% |