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 | $32,706 | $154,117-78.8% | $129,995-74.8% | $139,434-76.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.35% | 32.48%-9.1pp | -137.18%+160.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,692 | $5,289-49.1% | $4,320-37.7% | $4,751-43.3% |
| Participant deferral / active EE | $3,038 | $6,710-54.7% | $5,820-47.8% | $6,710-54.7% |
| Admin fee / account holder | $30 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |