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 | $36,632 | $106,515-65.6% | $96,683-62.1% | $139,434-73.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.36% | 38.43%-13.1pp | 35.69%-10.3pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,775 | $4,103-56.7% | $3,737-52.5% | $4,751-62.6% |
| Participant deferral / active EE | $6,100 | $5,454+11.8% | $4,878+25.0% | $6,710-9.1% |
| Admin fee / account holder | $160 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |