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 | $29,979 | $116,175-74.2% | $93,606-68.0% | $152,861-80.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 14.57% | 35.96%-21.4pp | 32.76%-18.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $3,241 | $3,218+0.7% | $2,718+19.3% | $4,762-31.9% |
| Participant deferral / active EE | $3,900 | $4,603-15.3% | $4,069-4.2% | $5,850-33.3% |
| Admin fee / account holder | $283 | $10,748-97.4% | $7,888-96.4% | $11,596-97.6% |