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 | $52,735 | $87,166-39.5% | $76,735-31.3% | $137,256-61.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.86% | 26.50%-8.6pp | 29.77%-11.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,427 | $2,904-16.4% | $2,454-1.1% | $4,156-41.6% |
| Participant deferral / active EE | $9,423 | $4,726+99.4% | $4,088+130.5% | $6,407+47.1% |
| Admin fee / account holder | $225 | $8,403-97.3% | $7,189-96.9% | $12,270-98.2% |