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 | $41,579 | $73,515-43.4% | $62,995-34.0% | $147,584-71.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.76% | 175.43%-159.7pp | 87.57%-71.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $754 | $3,320-77.3% | $2,759-72.7% | $4,876-84.5% |
| Participant deferral / active EE | $2,440 | $4,185-41.7% | $3,329-26.7% | $5,439-55.1% |
| Admin fee / account holder | $281 | $5,953-95.3% | $3,600-92.2% | $10,885-97.4% |