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 | $52,032 | $115,770-55.1% | $101,248-48.6% | $158,922-67.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.88% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,752 | $4,175-58.0% | $3,660-52.1% | $4,761-63.2% |
| Participant deferral / active EE | $10,980 | $4,957+121.5% | $4,370+151.3% | $5,982+83.5% |
| Admin fee / account holder | $208 | $7,245-97.1% | $5,945-96.5% | $11,246-98.2% |