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 | $66,077 | $90,503-27.0% | $78,689-16.0% | $273,961-75.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.93% | 75.60%-63.7pp | 62.18%-50.2pp | 41.45%-29.5pp |
| Employer contribution / active EE | $908 | $3,176-71.4% | $2,851-68.2% | $4,869-81.4% |
| Participant deferral / active EE | $4,494 | $3,901+15.2% | $3,517+27.8% | $5,287-15.0% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |