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 | $50,409 | $197,591-74.5% | $177,821-71.7% | $158,922-68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.63% | 58.76%-37.1pp | 48.32%-26.7pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,819 | $6,697-57.9% | $5,918-52.4% | $4,761-40.8% |
| Participant deferral / active EE | $5,933 | $8,405-29.4% | $7,714-23.1% | $5,982-0.8% |
| Admin fee / account holder | $253 | $15,399-98.4% | $12,427-98.0% | $11,246-97.7% |