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 | $29,978 | $69,207-56.7% | $64,056-53.2% | $139,434-78.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.65% | 45.88%-26.2pp | 33.69%-14.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,016 | $3,182-5.2% | $2,747+9.8% | $4,751-36.5% |
| Participant deferral / active EE | $3,680 | $4,682-21.4% | $3,880-5.2% | $6,710-45.2% |
| Admin fee / account holder | $221 | $4,244-94.8% | $3,068-92.8% | $11,403-98.1% |