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 | $48,006 | $85,202-43.7% | $172,739-72.2% | $72,985-34.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.46% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,984 | $3,324-40.3% | $5,143-61.4% | $2,440-18.7% |
| Participant deferral / active EE | $3,331 | $3,260+2.2% | $5,198-35.9% | $3,607-7.7% |
| Admin fee / account holder | $52 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |