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 | $45,400 | $95,803-52.6% | $113,168-59.9% | $84,808-46.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $751 | $2,360-68.2% | $2,975-74.7% | $2,631-71.4% |
| Participant deferral / active EE | $3,335 | $4,242-21.4% | $5,107-34.7% | $4,212-20.8% |
| Admin fee / account holder | $256 | $8,989-97.2% | $12,068-97.9% | $7,344-96.5% |