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 | $57,032 | $83,477-31.7% | $125,175-54.4% | $72,985-21.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.04% | 25.78%-8.7pp | 43.79%-26.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $4,146 | $2,345+76.8% | $3,865+7.3% | $2,440+69.9% |
| Participant deferral / active EE | $2,803 | $3,585-21.8% | $4,937-43.2% | $3,607-22.3% |
| Admin fee / account holder | $63 | $5,517-98.9% | $9,702-99.3% | $5,124-98.8% |