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 | $57,393 | $63,346-9.4% | $92,233-37.8% | $70,131-18.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.40% | 530.12%-506.7pp | 176.28%-152.9pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,857 | $2,471-24.9% | $3,679-49.5% | $2,342-20.7% |
| Participant deferral / active EE | $2,343 | $2,854-17.9% | $3,897-39.9% | $3,332-29.7% |
| Admin fee / account holder | $131 | $3,840-96.6% | $5,194-97.5% | $4,645-97.2% |