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 | $99,960 | $197,591-49.4% | $177,821-43.8% | $158,922-37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.94% | 58.76%-35.8pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $4,264 | $6,697-36.3% | $5,918-28.0% | $4,761-10.4% |
| Participant deferral / active EE | $3,830 | $8,405-54.4% | $7,714-50.4% | $5,982-36.0% |
| Admin fee / account holder | $78 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |