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 | $63,822 | $103,376-38.3% | $87,100-26.7% | $152,861-58.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.45% | 28.10%-10.6pp | 28.19%-10.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,741 | $3,220-14.9% | $2,521+8.7% | $4,762-42.4% |
| Participant deferral / active EE | $2,166 | $4,778-54.7% | $4,049-46.5% | $5,850-63.0% |
| Admin fee / account holder | $236 | $12,205-98.1% | $7,497-96.8% | $11,596-98.0% |