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 | $32,440 | $115,770-72.0% | $101,248-68.0% | $158,922-79.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.99% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,003 | $4,175+19.8% | $3,660+36.7% | $4,761+5.1% |
| Participant deferral / active EE | $2,954 | $4,957-40.4% | $4,370-32.4% | $5,982-50.6% |
| Admin fee / account holder | $137 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |