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 | $34,352 | $84,696-59.4% | $75,696-54.6% | $167,490-79.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.65% | 199.36%-183.7pp | 104.53%-88.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,778 | $3,230-14.0% | $2,743+1.3% | $4,837-42.6% |
| Participant deferral / active EE | $3,672 | $4,580-19.8% | $3,821-3.9% | $6,341-42.1% |
| Admin fee / account holder | $206 | $5,355-96.2% | $3,619-94.3% | $12,309-98.3% |