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 | $54,995 | $90,503-39.2% | $78,689-30.1% | $273,961-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.61% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $530 | $3,176-83.3% | $2,851-81.4% | $4,869-89.1% |
| Participant deferral / active EE | $1,309 | $3,901-66.5% | $3,517-62.8% | $5,287-75.2% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |