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 | $55,689 | $214,378-74.0% | $200,582-72.2% | $142,382-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.13% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,431 | $6,841-49.8% | $6,419-46.5% | $4,299-20.2% |
| Participant deferral / active EE | $17,056 | $9,865+72.9% | $9,331+82.8% | $6,507+162.1% |
| Admin fee / account holder | $300 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |