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 | $43,038 | $176,056-75.6% | $159,436-73.0% | $167,490-74.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.87% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,791 | $5,297-66.2% | $4,829-62.9% | $4,837-63.0% |
| Participant deferral / active EE | $2,578 | $7,750-66.7% | $7,352-64.9% | $6,341-59.3% |
| Admin fee / account holder | $217 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |