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 | $85,210 | $127,065-32.9% | $113,168-24.7% | $142,382-40.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.51% | 24.03%-5.5pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,390 | $3,442-30.6% | $2,975-19.7% | $4,299-44.4% |
| Participant deferral / active EE | $2,390 | $5,716-58.2% | $5,107-53.2% | $6,507-63.3% |
| Admin fee / account holder | $117 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |