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 8-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 | $46,648 | $111,754-58.3% | $103,333-54.9% | $145,922-68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.26% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,079 | $4,212-26.9% | $3,868-20.4% | $4,660-33.9% |
| Participant deferral / active EE | $4,587 | $5,619-18.4% | $5,057-9.3% | $6,688-31.4% |
| Admin fee / account holder | $183 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |