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 | $49,403 | $95,416-48.2% | $185,823-73.4% | $85,850-42.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.13% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,238 | $3,314-32.5% | $5,167-56.7% | $2,565-12.7% |
| Participant deferral / active EE | $3,330 | $3,423-2.7% | $5,568-40.2% | $3,952-15.7% |
| Admin fee / account holder | $139 | $7,213-98.1% | $16,237-99.1% | $6,260-97.8% |