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 | $47,780 | $101,069-52.7% | $81,478-41.4% | $147,584-67.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.79% | 32.40%-12.6pp | 38.78%-19.0pp | 578.55%-558.8pp |
| Employer contribution / active EE | $6,474 | $3,205+102.0% | $2,568+152.1% | $4,876+32.8% |
| Participant deferral / active EE | $6,377 | $4,242+50.3% | $3,537+80.3% | $5,439+17.3% |
| Admin fee / account holder | $232 | $5,812-96.0% | $4,561-94.9% | $10,885-97.9% |