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 | $30,668 | $98,240-68.8% | $82,313-62.7% | $147,584-79.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.35% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,526 | $3,192-52.2% | $2,428-37.1% | $4,876-68.7% |
| Participant deferral / active EE | $2,743 | $4,383-37.4% | $3,706-26.0% | $5,439-49.6% |
| Admin fee / account holder | $22 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |