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 | $86,231 | $118,849-27.4% | $96,562-10.7% | $167,490-48.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.62% | 50.49%-35.9pp | 37.78%-23.2pp | 478.56%-463.9pp |
| Employer contribution / active EE | $722 | $3,120-76.9% | $2,356-69.4% | $4,837-85.1% |
| Participant deferral / active EE | $1,557 | $4,616-66.3% | $3,849-59.5% | $6,341-75.4% |
| Admin fee / account holder | $165 | $8,065-98.0% | $6,181-97.3% | $12,309-98.7% |