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 | $38,322 | $73,933-48.2% | $96,683-60.4% | $75,163-49.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.91% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,244 | $2,928-57.5% | $3,737-66.7% | $2,670-53.4% |
| Participant deferral / active EE | $3,302 | $3,659-9.8% | $4,878-32.3% | $4,125-20.0% |
| Admin fee / account holder | $13 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |