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 | $51,167 | $198,466-74.2% | $170,442-70.0% | $147,584-65.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.51% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,931 | $6,184-68.8% | $5,433-64.5% | $4,876-60.4% |
| Participant deferral / active EE | $8,317 | $5,629+47.7% | $4,939+68.4% | $5,439+52.9% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |