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 | $94,482 | $157,256-39.9% | $141,162-33.1% | $152,861-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.96% | 64.32%-36.4pp | 71.39%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,319 | $5,261-74.9% | $4,735-72.1% | $4,762-72.3% |
| Participant deferral / active EE | $23,000 | $7,109+223.5% | $6,709+242.8% | $5,850+293.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |