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 | $57,173 | $149,734-61.8% | $118,925-51.9% | $158,922-64.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.16% | 19.95%-2.8pp | 35.88%-18.7pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,359 | $4,115+5.9% | $3,263+33.6% | $4,761-8.4% |
| Participant deferral / active EE | $8,335 | $5,223+59.6% | $4,265+95.4% | $5,982+39.3% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |