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 | $48,965 | $176,812-72.3% | $146,665-66.6% | $167,490-70.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.73% | 24.03%-7.3pp | 22.74%-6.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,839 | $5,160-64.4% | $4,136-55.5% | $4,837-62.0% |
| Participant deferral / active EE | $4,950 | $6,440-23.1% | $5,506-10.1% | $6,341-21.9% |
| Admin fee / account holder | $24 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |