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 | $75,864 | $100,754-24.7% | $86,677-12.5% | $134,475-43.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 16.65% | 29.04%-12.4pp | 35.91%-19.3pp | 417.96%-401.3pp |
| Employer contribution / active EE | $2,075 | $3,489-40.5% | $2,836-26.9% | $4,740-56.2% |
| Participant deferral / active EE | $3,672 | $5,338-31.2% | $4,656-21.1% | $6,400-42.6% |
| Admin fee / account holder | $56 | $10,926-99.5% | $7,493-99.3% | $11,426-99.5% |