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 | $52,303 | $115,770-54.8% | $101,248-48.3% | $158,922-67.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.10% | 56.14%-28.0pp | 46.47%-18.4pp | 302.83%-274.7pp |
| Employer contribution / active EE | $5,283 | $4,175+26.5% | $3,660+44.4% | $4,761+11.0% |
| Participant deferral / active EE | $6,834 | $4,957+37.8% | $4,370+56.4% | $5,982+14.2% |
| Admin fee / account holder | $290 | $7,245-96.0% | $5,945-95.1% | $11,246-97.4% |