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 | $49,917 | $77,419-35.5% | $69,455-28.1% | $152,861-67.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 12.40% | 39.06%-26.7pp | 28.97%-16.6pp | 345.32%-332.9pp |
| Employer contribution / active EE | $3,022 | $3,315-8.8% | $2,779+8.7% | $4,762-36.5% |
| Participant deferral / active EE | $3,077 | $4,414-30.3% | $3,535-13.0% | $5,850-47.4% |
| Admin fee / account holder | $10 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |