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 | $42,066 | $102,616-59.0% | $81,983-48.7% | $158,922-73.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.42% | 61.04%-37.6pp | 41.31%-17.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $766 | $3,240-76.4% | $2,498-69.4% | $4,761-83.9% |
| Participant deferral / active EE | $6,442 | $4,648+38.6% | $3,722+73.1% | $5,982+7.7% |
| Admin fee / account holder | $238 | $8,235-97.1% | $5,664-95.8% | $11,246-97.9% |