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 | $30,943 | $118,450-73.9% | $98,439-68.6% | $139,434-77.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 18.94%-4.1pp | 21.16%-6.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,358 | $3,609-34.7% | $3,048-22.7% | $4,751-50.4% |
| Participant deferral / active EE | $5,871 | $5,392+8.9% | $4,738+23.9% | $6,710-12.5% |
| Admin fee / account holder | $160 | $14,026-98.9% | $8,948-98.2% | $11,403-98.6% |