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 | $45,323 | $65,365-30.7% | $92,893-51.2% | $72,985-37.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.77% | 42.10%-14.3pp | 109.41%-81.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,800 | $2,594-30.6% | $3,653-50.7% | $2,440-26.2% |
| Participant deferral / active EE | $3,994 | $3,128+27.7% | $4,236-5.7% | $3,607+10.7% |
| Admin fee / account holder | $11 | $4,251-99.7% | $5,794-99.8% | $5,124-99.8% |