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 | $112,150 | $176,377-36.4% | $134,143-16.4% | $158,922-29.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.06% | 63.63%-39.6pp | 36.33%-12.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,225 | $5,040-55.9% | $3,704-39.9% | $4,761-53.3% |
| Participant deferral / active EE | $1,659 | $4,091-59.5% | $3,499-52.6% | $5,982-72.3% |
| Admin fee / account holder | $246 | $8,718-97.2% | $6,684-96.3% | $11,246-97.8% |