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 | $50,385 | $90,503-44.3% | $78,689-36.0% | $273,961-81.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.25% | 75.60%-65.4pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,222 | $3,176-61.5% | $2,851-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $2,794 | $3,901-28.4% | $3,517-20.5% | $5,287-47.1% |
| Admin fee / account holder | $29 | $5,263-99.4% | $4,510-99.4% | $10,132-99.7% |