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 | $38,855 | $105,126-63.0% | $94,646-58.9% | $139,434-72.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.80% | 38.03%-21.2pp | 156.71%-139.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,485 | $4,106-39.5% | $3,672-32.3% | $4,751-47.7% |
| Participant deferral / active EE | $6,165 | $7,599-18.9% | $7,418-16.9% | $6,710-8.1% |
| Admin fee / account holder | $158 | $8,984-98.2% | $7,231-97.8% | $11,403-98.6% |