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 | $69,555 | $162,781-57.3% | $133,956-48.1% | $158,922-56.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.82% | 41.94%-28.1pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,338 | $4,975-73.1% | $3,919-65.9% | $4,761-71.9% |
| Participant deferral / active EE | $10,296 | $5,911+74.2% | $5,048+104.0% | $5,982+72.1% |
| Admin fee / account holder | $73 | $11,736-99.4% | $8,927-99.2% | $11,246-99.3% |