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 | $74,555 | $113,339-34.2% | $94,993-21.5% | $147,584-49.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.92% | 20.77%+0.2pp | 27.12%-6.2pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,914 | $3,160-39.4% | $2,603-26.5% | $4,876-60.8% |
| Participant deferral / active EE | $5,000 | $3,777+32.4% | $3,317+50.7% | $5,439-8.1% |
| Admin fee / account holder | $40 | $6,063-99.3% | $4,960-99.2% | $10,885-99.6% |