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 | $39,568 | $116,175-65.9% | $93,606-57.7% | $152,861-74.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.26% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,702 | $3,218-16.0% | $2,718-0.6% | $4,762-43.3% |
| Participant deferral / active EE | $4,300 | $4,603-6.6% | $4,069+5.7% | $5,850-26.5% |
| Admin fee / account holder | $247 | $10,748-97.7% | $7,888-96.9% | $11,596-97.9% |