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 | $35,057 | $106,515-67.1% | $96,683-63.7% | $139,434-74.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.53% | 38.43%-15.9pp | 35.69%-13.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,906 | $4,103-53.5% | $3,737-49.0% | $4,751-59.9% |
| Participant deferral / active EE | $1,906 | $5,454-65.1% | $4,878-60.9% | $6,710-71.6% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |