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 | $92,800 | $118,680-21.8% | $98,907-6.2% | $158,922-41.6% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 16.03% | 372.35%-356.3pp | 196.43%-180.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,338 | $3,333-59.9% | $2,689-50.3% | $4,761-71.9% |
| Participant deferral / active EE | $2,470 | $5,088-51.4% | $4,244-41.8% | $5,982-58.7% |
| Admin fee / account holder | $7 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |