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 | $98,626 | $228,332-56.8% | $185,823-46.9% | $158,922-37.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.21% | 40.80%-29.6pp | 35.95%-24.7pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,846 | $4,967-62.8% | $4,087-54.8% | $4,761-61.2% |
| Participant deferral / active EE | $2,577 | $6,415-59.8% | $5,632-54.2% | $5,982-56.9% |
| Admin fee / account holder | $15 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |