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 | $44,510 | $104,974-57.6% | $95,585-53.4% | $142,382-68.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.97% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,088 | $2,779+47.1% | $2,527+61.8% | $4,299-4.9% |
| Participant deferral / active EE | $7,178 | $4,352+64.9% | $4,023+78.4% | $6,507+10.3% |
| Admin fee / account holder | $7 | $6,386-99.9% | $6,127-99.9% | $12,624-99.9% |