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 | $27,568 | $165,335-83.3% | $149,696-81.6% | $158,922-82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.00% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,916 | $5,103-23.3% | $4,644-15.7% | $4,761-17.8% |
| Participant deferral / active EE | $3,917 | $7,181-45.5% | $6,842-42.7% | $5,982-34.5% |
| Admin fee / account holder | $97 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |