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 | $63,387 | $95,266-33.5% | $82,389-23.1% | $142,382-55.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.26% | 25.74%-9.5pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $734 | $2,991-75.5% | $2,517-70.9% | $4,299-82.9% |
| Participant deferral / active EE | $5,128 | $4,809+6.6% | $4,155+23.4% | $6,507-21.2% |
| Admin fee / account holder | $17 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |