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 | $45,054 | $112,881-60.1% | $90,951-50.5% | $158,922-71.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.05% | 215.79%-197.7pp | 134.60%-116.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,228 | $2,893-57.6% | $2,122-42.1% | $4,761-74.2% |
| Participant deferral / active EE | $3,390 | $4,128-17.9% | $3,373+0.5% | $5,982-43.3% |
| Admin fee / account holder | $153 | $8,041-98.1% | $5,959-97.4% | $11,246-98.6% |