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 | $78,171 | $149,734-47.8% | $118,925-34.3% | $158,922-50.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.35% | 19.95%-3.6pp | 35.88%-19.5pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,866 | $4,115-30.4% | $3,263-12.1% | $4,761-39.8% |
| Participant deferral / active EE | $1,741 | $5,223-66.7% | $4,265-59.2% | $5,982-70.9% |
| Admin fee / account holder | $117 | $8,603-98.6% | $6,581-98.2% | $11,246-99.0% |