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 | $72,241 | $159,602-54.7% | $150,045-51.9% | $142,382-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.87% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,311 | $4,961-53.4% | $4,693-50.8% | $4,299-46.2% |
| Participant deferral / active EE | $5,300 | $8,310-36.2% | $7,997-33.7% | $6,507-18.5% |
| Admin fee / account holder | $238 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |