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 8-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 | $50,587 | $100,773-49.8% | $88,946-43.1% | $142,382-64.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.02% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,510 | $2,918-48.2% | $2,555-40.9% | $4,299-64.9% |
| Participant deferral / active EE | $4,231 | $5,230-19.1% | $4,581-7.7% | $6,507-35.0% |
| Admin fee / account holder | $292 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |