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 | $69,880 | $101,069-30.9% | $81,478-14.2% | $147,584-52.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.27% | 32.40%-15.1pp | 38.78%-21.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,482 | $3,205-22.6% | $2,568-3.3% | $4,876-49.1% |
| Participant deferral / active EE | $4,670 | $4,242+10.1% | $3,537+32.0% | $5,439-14.1% |
| Admin fee / account holder | $171 | $5,812-97.1% | $4,561-96.2% | $10,885-98.4% |