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 | $56,638 | $197,591-71.3% | $177,821-68.1% | $158,922-64.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.39% | 58.76%-37.4pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,394 | $6,697-64.3% | $5,918-59.6% | $4,761-49.7% |
| Participant deferral / active EE | $8,789 | $8,405+4.6% | $7,714+13.9% | $5,982+46.9% |
| Admin fee / account holder | $205 | $15,399-98.7% | $12,427-98.3% | $11,246-98.2% |