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 | $22,161 | $116,175-80.9% | $93,606-76.3% | $152,861-85.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.16% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,334 | $3,218-58.6% | $2,718-50.9% | $4,762-72.0% |
| Participant deferral / active EE | $2,875 | $4,603-37.6% | $4,069-29.3% | $5,850-50.9% |
| Admin fee / account holder | $220 | $10,748-98.0% | $7,888-97.2% | $11,596-98.1% |