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 | $54,313 | $99,079-45.2% | $77,999-30.4% | $273,961-80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.96% | 217.93%-212.0pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,752 | $3,308-47.0% | $2,470-29.1% | $4,869-64.0% |
| Participant deferral / active EE | $2,123 | $4,306-50.7% | $3,497-39.3% | $5,287-59.9% |
| Admin fee / account holder | $247 | $8,954-97.2% | $5,480-95.5% | $10,132-97.6% |