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 | $85,232 | $106,890-20.3% | $84,015+1.4% | $152,861-44.2% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 24.18% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $991 | $4,011-75.3% | $3,239-69.4% | $5,850-83.1% |
| Admin fee / account holder | $227 | $8,285-97.3% | $6,101-96.3% | $11,596-98.0% |