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 | $65,017 | $85,022-23.5% | $70,515-7.8% | $139,434-53.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.70% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,880 | $3,909-51.9% | $2,973-36.8% | $4,751-60.4% |
| Participant deferral / active EE | $6,886 | $5,890+16.9% | $4,567+50.8% | $6,710+2.6% |
| Admin fee / account holder | $291 | $8,906-96.7% | $6,412-95.5% | $11,403-97.5% |