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 | $31,688 | $157,256-79.8% | $141,162-77.6% | $152,861-79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.08% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,005 | $5,261-61.9% | $4,735-57.7% | $4,762-57.9% |
| Participant deferral / active EE | $3,360 | $7,109-52.7% | $6,709-49.9% | $5,850-42.6% |
| Admin fee / account holder | $225 | $12,120-98.1% | $10,261-97.8% | $11,596-98.1% |