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 | $72,758 | $176,377-58.7% | $134,143-45.8% | $158,922-54.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.62% | 63.63%-51.0pp | 36.33%-23.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,893 | $5,040-42.6% | $3,704-21.9% | $4,761-39.2% |
| Participant deferral / active EE | $7,055 | $4,091+72.4% | $3,499+101.7% | $5,982+17.9% |
| Admin fee / account holder | $296 | $8,718-96.6% | $6,684-95.6% | $11,246-97.4% |