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 | $45,725 | $63,346-27.8% | $92,233-50.4% | $70,131-34.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.65% | 530.12%-511.5pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $978 | $2,471-60.4% | $3,679-73.4% | $2,342-58.2% |
| Participant deferral / active EE | $2,234 | $2,854-21.7% | $3,897-42.7% | $3,332-32.9% |
| Admin fee / account holder | $95 | $3,840-97.5% | $5,194-98.2% | $4,645-98.0% |