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 | $89,699 | $159,602-43.8% | $150,045-40.2% | $142,382-37.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.42% | 70.24%-39.8pp | 62.55%-32.1pp | 217.08%-186.7pp |
| Employer contribution / active EE | $2,868 | $4,961-42.2% | $4,693-38.9% | $4,299-33.3% |
| Participant deferral / active EE | $5,497 | $8,310-33.8% | $7,997-31.3% | $6,507-15.5% |
| Admin fee / account holder | $156 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |