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 | $55,198 | $142,405-61.2% | $115,157-52.1% | $152,861-63.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.08% | 41.48%-18.4pp | 35.60%-12.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,882 | $4,010-53.1% | $3,179-40.8% | $4,762-60.5% |
| Participant deferral / active EE | $11,057 | $5,164+114.1% | $4,168+165.3% | $5,850+89.0% |
| Admin fee / account holder | $17 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |