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 | $101,183 | $176,812-42.8% | $146,665-31.0% | $167,490-39.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.32% | 24.03%-5.7pp | 22.74%-4.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,991 | $5,160-61.4% | $4,136-51.9% | $4,837-58.8% |
| Participant deferral / active EE | $3,491 | $6,440-45.8% | $5,506-36.6% | $6,341-44.9% |
| Admin fee / account holder | $136 | $13,259-99.0% | $10,280-98.7% | $12,309-98.9% |