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 | $77,300 | $112,729-31.4% | $98,716-21.7% | $137,256-43.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.91% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,388 | $2,725-49.1% | $2,279-39.1% | $4,156-66.6% |
| Participant deferral / active EE | $4,859 | $4,640+4.7% | $4,048+20.0% | $6,407-24.2% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |