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 | $54,459 | $106,515-48.9% | $96,683-43.7% | $139,434-60.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.59% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,217 | $4,103-46.0% | $3,737-40.7% | $4,751-53.3% |
| Participant deferral / active EE | $1,500 | $5,454-72.5% | $4,878-69.3% | $6,710-77.6% |
| Admin fee / account holder | $282 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |