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 | $46,786 | $109,327-57.2% | $89,391-47.7% | $158,922-70.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.74% | 345.68%-339.9pp | 245.62%-239.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $2,058 | $3,170-35.1% | $2,586-20.4% | $4,761-56.8% |
| Participant deferral / active EE | $2,058 | $4,598-55.2% | $3,890-47.1% | $5,982-65.6% |
| Admin fee / account holder | $233 | $6,153-96.2% | $4,881-95.2% | $11,246-97.9% |