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 | $32,996 | $104,251-68.3% | $91,001-63.7% | $147,584-77.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.33% | 27.06%-16.7pp | 4.60%+5.7pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,865 | $3,116-40.1% | $2,456-24.0% | $4,876-61.8% |
| Participant deferral / active EE | $3,756 | $4,195-10.5% | $3,547+5.9% | $5,439-30.9% |
| Admin fee / account holder | $80 | $8,948-99.1% | $5,417-98.5% | $10,885-99.3% |