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 | $97,185 | $115,882-16.1% | $100,516-3.3% | $158,922-38.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.26% | 34.79%-12.5pp | 30.89%-8.6pp | 302.83%-280.6pp |
| Employer contribution / active EE | $3,095 | $4,103-24.6% | $3,418-9.4% | $4,761-35.0% |
| Participant deferral / active EE | $5,437 | $6,674-18.5% | $6,270-13.3% | $5,982-9.1% |
| Admin fee / account holder | $209 | $10,995-98.1% | $8,081-97.4% | $11,246-98.1% |