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 | $77,133 | $209,411-63.2% | $178,490-56.8% | $158,922-51.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.72% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,617 | $5,706-54.1% | $5,011-47.8% | $4,761-45.0% |
| Participant deferral / active EE | $5,792 | $5,954-2.7% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $99 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |