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 | $83,373 | $102,966-19.0% | $90,281-7.7% | $152,861-45.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.26% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,150 | $3,139-31.5% | $2,854-24.7% | $4,762-54.9% |
| Participant deferral / active EE | $2,036 | $4,281-52.5% | $3,885-47.6% | $5,850-65.2% |
| Admin fee / account holder | $53 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |