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 | $26,762 | $135,952-80.3% | $123,892-78.4% | $273,961-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.60% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.9pp |
| Employer contribution / active EE | $3,253 | $5,170-37.1% | $4,617-29.6% | $4,869-33.2% |
| Participant deferral / active EE | $8,522 | $6,343+34.4% | $5,984+42.4% | $5,287+61.2% |
| Admin fee / account holder | $135 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |