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 | $47,522 | $109,982-56.8% | $97,226-51.1% | $145,922-67.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.87% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $967 | $3,084-68.6% | $2,729-64.6% | $4,660-79.2% |
| Participant deferral / active EE | $2,587 | $4,676-44.7% | $4,264-39.3% | $6,688-61.3% |
| Admin fee / account holder | $23 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |