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 | $100,660 | $102,966-2.2% | $90,281+11.5% | $152,861-34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.94% | 95.16%-75.2pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,620 | $3,139-48.4% | $2,854-43.3% | $4,762-66.0% |
| Participant deferral / active EE | $3,557 | $4,281-16.9% | $3,885-8.5% | $5,850-39.2% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |