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 | $42,728 | $81,248-47.4% | $155,509-72.5% | $80,856-47.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.57% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,201 | $3,100-29.0% | $4,672-52.9% | $2,755-20.1% |
| Participant deferral / active EE | $3,738 | $3,452+8.3% | $5,626-33.6% | $4,296-13.0% |
| Admin fee / account holder | $56 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |