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 | $51,947 | $99,652-47.9% | $78,778-34.1% | $147,584-64.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 25.65% | 47.28%-21.6pp | 35.62%-10.0pp | 578.55%-552.9pp |
| Employer contribution / active EE | $1,378 | $2,796-50.7% | $1,986-30.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,561 | $3,664-30.1% | $2,958-13.4% | $5,439-52.9% |
| Admin fee / account holder | $247 | $7,155-96.6% | $5,134-95.2% | $10,885-97.7% |