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 | $73,617 | $165,335-55.5% | $149,696-50.8% | $158,922-53.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.47% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,190 | $5,103-57.1% | $4,644-52.8% | $4,761-54.0% |
| Participant deferral / active EE | $2,925 | $7,181-59.3% | $6,842-57.2% | $5,982-51.1% |
| Admin fee / account holder | $297 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |