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 | $63,631 | $149,734-57.5% | $118,925-46.5% | $158,922-60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.82% | 19.95%+2.9pp | 35.88%-13.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,365 | $4,115-42.5% | $3,263-27.5% | $4,761-50.3% |
| Participant deferral / active EE | $6,136 | $5,223+17.5% | $4,265+43.9% | $5,982+2.6% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |