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 | $67,294 | $115,882-41.9% | $100,516-33.1% | $158,922-57.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.27% | 34.79%-7.5pp | 30.89%-3.6pp | 302.83%-275.6pp |
| Employer contribution / active EE | $3,177 | $4,103-22.6% | $3,418-7.0% | $4,761-33.3% |
| Participant deferral / active EE | $7,048 | $6,674+5.6% | $6,270+12.4% | $5,982+17.8% |
| Admin fee / account holder | $180 | $10,995-98.4% | $8,081-97.8% | $11,246-98.4% |