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 | $51,290 | $101,069-49.3% | $81,478-37.0% | $147,584-65.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.59% | 32.40%-22.8pp | 38.78%-29.2pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,191 | $3,205-31.6% | $2,568-14.7% | $4,876-55.1% |
| Participant deferral / active EE | $1,749 | $4,242-58.8% | $3,537-50.6% | $5,439-67.9% |
| Admin fee / account holder | $36 | $5,812-99.4% | $4,561-99.2% | $10,885-99.7% |