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 | $87,168 | $209,411-58.4% | $178,490-51.2% | $158,922-45.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.78% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,084 | $5,706-46.0% | $5,011-38.4% | $4,761-35.2% |
| Participant deferral / active EE | $10,196 | $5,954+71.2% | $5,202+96.0% | $5,982+70.4% |
| Admin fee / account holder | $92 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |