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 | $101,796 | $226,064-55.0% | $182,532-44.2% | $152,861-33.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.03% | 192.51%-174.5pp | 148.54%-130.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,445 | $4,978-30.8% | $4,076-15.5% | $4,762-27.7% |
| Participant deferral / active EE | $4,960 | $6,368-22.1% | $5,524-10.2% | $5,850-15.2% |
| Admin fee / account holder | $5 | $10,703-100.0% | $8,592-99.9% | $11,596-100.0% |