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 | $95,266-44.6% | $82,389-36.0% | $142,382-63.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.86% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,427 | $2,991-18.9% | $2,517-3.6% | $4,299-43.5% |
| Participant deferral / active EE | $9,423 | $4,809+96.0% | $4,155+126.8% | $6,507+44.8% |
| Admin fee / account holder | $225 | $8,563-97.4% | $7,231-96.9% | $12,624-98.2% |