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 | $52,128 | $111,754-53.4% | $103,333-49.6% | $145,922-64.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,963 | $4,212-29.7% | $3,868-23.4% | $4,660-36.4% |
| Participant deferral / active EE | $4,859 | $5,619-13.5% | $5,057-3.9% | $6,688-27.4% |
| Admin fee / account holder | $13 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |