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 | $55,167 | $110,257-50.0% | $96,544-42.9% | $139,434-60.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.02% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,968 | $3,620+37.2% | $2,965+67.5% | $4,751+4.6% |
| Participant deferral / active EE | $3,825 | $5,548-31.1% | $4,851-21.2% | $6,710-43.0% |
| Admin fee / account holder | $111 | $11,591-99.0% | $8,252-98.7% | $11,403-99.0% |