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 | $73,091 | $152,587-52.1% | $125,175-41.6% | $152,861-52.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.08% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,347 | $4,946-32.3% | $3,865-13.4% | $4,762-29.7% |
| Participant deferral / active EE | $3,402 | $5,868-42.0% | $4,937-31.1% | $5,850-41.8% |
| Admin fee / account holder | $249 | $13,434-98.1% | $9,702-97.4% | $11,596-97.9% |