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 | $56,390 | $227,553-75.2% | $189,557-70.3% | $167,490-66.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.19% | 78.40%-58.2pp | 64.17%-44.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,163 | $5,316-59.3% | $4,412-51.0% | $4,837-55.3% |
| Participant deferral / active EE | $5,890 | $7,002-15.9% | $6,174-4.6% | $6,341-7.1% |
| Admin fee / account holder | $51 | $11,878-99.6% | $9,807-99.5% | $12,309-99.6% |