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 | $45,902 | $54,705-16.1% | $71,209-35.5% | $84,808-45.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.44% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,118 | $2,158-1.8% | $2,721-22.2% | $2,631-19.5% |
| Participant deferral / active EE | $6,389 | $3,030+110.8% | $4,175+53.0% | $4,212+51.7% |
| Admin fee / account holder | $290 | $4,863-94.0% | $5,349-94.6% | $7,344-96.1% |