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 | $42,389 | $48,046-11.8% | $84,611-49.9% | $72,985-41.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 18.18% | 37.38%-19.2pp | 258.74%-240.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,991 | $1,602+149.2% | $2,652+50.5% | $2,440+63.6% |
| Participant deferral / active EE | $1,527 | $2,680-43.0% | $3,899-60.8% | $3,607-57.7% |
| Admin fee / account holder | $101 | $3,395-97.0% | $4,912-97.9% | $5,124-98.0% |