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 | $73,136 | $755,339-90.3% | $379,746-80.7% | $158,922-54.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 13.57% | 53.41%-39.8pp | 34.90%-21.3pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,653 | $4,685-64.7% | $3,540-53.3% | $4,761-65.3% |
| Participant deferral / active EE | $5,235 | $7,938-34.0% | $6,024-13.1% | $5,982-12.5% |
| Admin fee / account holder | $133 | $14,482-99.1% | $7,927-98.3% | $11,246-98.8% |