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 | $45,952 | $113,339-59.5% | $94,993-51.6% | $147,584-68.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.74% | 20.77%-3.0pp | 27.12%-9.4pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,614 | $3,160-48.9% | $2,603-38.0% | $4,876-66.9% |
| Participant deferral / active EE | $7,026 | $3,777+86.0% | $3,317+111.8% | $5,439+29.2% |
| Admin fee / account holder | -$77 | $6,063-101.3% | $4,960-101.5% | $10,885-100.7% |