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 | $60,327 | $87,013-30.7% | $106,213-43.2% | $80,856-25.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.28% | 17.05%-1.8pp | 116.14%-100.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,436 | $2,395-40.0% | $3,171-54.7% | $2,755-47.9% |
| Participant deferral / active EE | $2,211 | $3,986-44.5% | $5,016-55.9% | $4,296-48.5% |
| Admin fee / account holder | $152 | $8,431-98.2% | $11,033-98.6% | $6,918-97.8% |