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 | $59,023 | $105,931-44.3% | $81,930-28.0% | $158,922-62.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.78% | 38.17%-25.4pp | 29.49%-16.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $438 | $7,800-94.4% | $4,310-89.8% | $4,761-90.8% |
| Participant deferral / active EE | $2,476 | $13,003-81.0% | $7,107-65.2% | $5,982-58.6% |
| Admin fee / account holder | $150 | $8,489-98.2% | $5,158-97.1% | $11,246-98.7% |