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 8-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 | $53,945 | $124,281-56.6% | $109,143-50.6% | $167,490-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.03% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,655 | $4,207-13.1% | $3,722-1.8% | $4,837-24.4% |
| Participant deferral / active EE | $4,214 | $5,255-19.8% | $4,653-9.4% | $6,341-33.5% |
| Admin fee / account holder | $129 | $7,970-98.4% | $6,752-98.1% | $12,309-99.0% |