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 | $94,069 | $209,411-55.1% | $178,490-47.3% | $158,922-40.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.01% | 188.75%-174.7pp | 151.07%-137.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,259 | $5,706-60.4% | $5,011-54.9% | $4,761-52.5% |
| Participant deferral / active EE | $4,435 | $5,954-25.5% | $5,202-14.7% | $5,982-25.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |