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 | $30,179 | $100,773-70.1% | $88,946-66.1% | $142,382-78.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.78% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,197 | $2,918-59.0% | $2,555-53.1% | $4,299-72.2% |
| Participant deferral / active EE | $2,506 | $5,230-52.1% | $4,581-45.3% | $6,507-61.5% |
| Admin fee / account holder | $18 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |