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 | $66,275 | $110,257-39.9% | $96,544-31.4% | $139,434-52.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 19.28% | 26.32%-7.0pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,972 | $3,620+37.4% | $2,965+67.7% | $4,751+4.7% |
| Participant deferral / active EE | $4,972 | $5,548-10.4% | $4,851+2.5% | $6,710-25.9% |
| Admin fee / account holder | $22 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |