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 | $58,161 | $105,859-45.1% | $90,160-35.5% | $147,584-60.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.15% | 37.63%-18.5pp | 34.88%-15.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,039 | $4,126-26.3% | $3,318-8.4% | $4,876-37.7% |
| Participant deferral / active EE | $5,827 | $5,733+1.6% | $5,288+10.2% | $5,439+7.1% |
| Admin fee / account holder | $226 | $8,046-97.2% | $5,943-96.2% | $10,885-97.9% |