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 | $50,083 | $110,257-54.6% | $96,544-48.1% | $139,434-64.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.10% | 26.32%-5.2pp | 25.84%-4.7pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,589 | $3,620-56.1% | $2,965-46.4% | $4,751-66.6% |
| Participant deferral / active EE | $1,969 | $5,548-64.5% | $4,851-59.4% | $6,710-70.7% |
| Admin fee / account holder | $76 | $11,591-99.3% | $8,252-99.1% | $11,403-99.3% |