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 | $47,874 | $77,899-38.5% | $149,673-68.0% | $75,163-36.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.21% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,446 | $3,137-53.9% | $4,818-70.0% | $2,670-45.9% |
| Participant deferral / active EE | $3,851 | $3,411+12.9% | $5,680-32.2% | $4,125-6.6% |
| Admin fee / account holder | $92 | $5,956-98.4% | $13,210-99.3% | $5,651-98.4% |