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 | $60,383 | $107,452-43.8% | $91,541-34.0% | $142,382-57.6% |
| Participation rate | 94.1% | 75.1%+19.0pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 17.60% | 22.06%-4.5pp | 20.50%-2.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,620 | $2,994-45.9% | $2,505-35.3% | $4,299-62.3% |
| Participant deferral / active EE | $3,430 | $4,754-27.8% | $4,008-14.4% | $6,507-47.3% |
| Admin fee / account holder | $30 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |