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 | $79,173 | $185,822-57.4% | $169,993-53.4% | $139,434-43.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.27% | 60.50%-31.2pp | 53.37%-24.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,717 | $7,590-77.4% | $6,785-74.7% | $4,751-63.9% |
| Participant deferral / active EE | $5,895 | $11,622-49.3% | $10,408-43.4% | $6,710-12.1% |
| Admin fee / account holder | $89 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |