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 | $42,141 | $142,405-70.4% | $115,157-63.4% | $152,861-72.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.77% | 41.48%-17.7pp | 35.60%-11.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,375 | $4,010-65.7% | $3,179-56.7% | $4,762-71.1% |
| Participant deferral / active EE | $1,821 | $5,164-64.7% | $4,168-56.3% | $5,850-68.9% |
| Admin fee / account holder | $18 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |