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 | $69,424 | $94,338-26.4% | $100,534-30.9% | $142,382-51.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.67% | 29.20%-14.5pp | 32.66%-18.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,727 | $4,237-35.6% | $4,346-37.3% | $4,299-36.6% |
| Participant deferral / active EE | $2,727 | $5,934-54.0% | $6,144-55.6% | $6,507-58.1% |
| Admin fee / account holder | $20 | $8,421-99.8% | $7,654-99.7% | $12,624-99.8% |