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 | $63,433 | $91,037-30.3% | $71,671-11.5% | $147,584-57.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.45% | 20.48%-3.0pp | 20.65%-3.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,442 | $3,327-26.6% | $2,460-0.7% | $4,876-49.9% |
| Participant deferral / active EE | $3,889 | $4,498-13.5% | $3,438+13.1% | $5,439-28.5% |
| Admin fee / account holder | $6 | $8,613-99.9% | $5,558-99.9% | $10,885-99.9% |