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 | $66,129 | $185,822-64.4% | $169,993-61.1% | $139,434-52.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,654 | $7,590-78.2% | $6,785-75.6% | $4,751-65.2% |
| Participant deferral / active EE | $4,845 | $11,622-58.3% | $10,408-53.4% | $6,710-27.8% |
| Admin fee / account holder | $153 | $15,381-99.0% | $12,815-98.8% | $11,403-98.7% |