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 | $105,478 | $197,591-46.6% | $177,821-40.7% | $158,922-33.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 23.12% | 58.76%-35.6pp | 48.32%-25.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,235 | $6,697-66.6% | $5,918-62.2% | $4,761-53.0% |
| Participant deferral / active EE | $5,885 | $8,405-30.0% | $7,714-23.7% | $5,982-1.6% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |