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 | $46,427 | $77,419-40.0% | $69,455-33.2% | $152,861-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.64% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,113 | $3,315-36.3% | $2,779-24.0% | $4,762-55.6% |
| Participant deferral / active EE | $4,148 | $4,414-6.0% | $3,535+17.3% | $5,850-29.1% |
| Admin fee / account holder | $288 | $6,207-95.4% | $3,839-92.5% | $11,596-97.5% |