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 | $20,733 | $108,172-80.8% | $77,482-73.2% | $158,922-87.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.25% | 31.67%-10.4pp | 54.79%-33.5pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,266 | $1,325+71.1% | $986+129.8% | $4,761-52.4% |
| Participant deferral / active EE | $2,531 | $2,456+3.0% | $1,861+36.0% | $5,982-57.7% |
| Admin fee / account holder | $241 | $3,708-93.5% | $2,858-91.6% | $11,246-97.9% |