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 | $92,228 | $118,680-22.3% | $98,907-6.8% | $158,922-42.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 146.27% | 372.35%-226.1pp | 196.43%-50.2pp | 302.83%-156.6pp |
| Employer contribution / active EE | $521 | $3,333-84.4% | $2,689-80.6% | $4,761-89.1% |
| Participant deferral / active EE | $2,180 | $5,088-57.1% | $4,244-48.6% | $5,982-63.6% |
| Admin fee / account holder | $211 | $10,131-97.9% | $6,642-96.8% | $11,246-98.1% |