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 | $33,924 | $118,450-71.4% | $98,439-65.5% | $139,434-75.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,686 | $3,609-25.6% | $3,048-11.9% | $4,751-43.5% |
| Participant deferral / active EE | $1,509 | $5,392-72.0% | $4,738-68.2% | $6,710-77.5% |
| Admin fee / account holder | $24 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |