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 | $42,101 | $85,022-50.5% | $70,515-40.3% | $139,434-69.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.74% | 30.38%-8.6pp | 32.77%-11.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,848 | $3,909-52.7% | $2,973-37.8% | $4,751-61.1% |
| Participant deferral / active EE | $3,371 | $5,890-42.8% | $4,567-26.2% | $6,710-49.8% |
| Admin fee / account holder | $84 | $8,906-99.1% | $6,412-98.7% | $11,403-99.3% |