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 | $88,354 | $165,984-46.8% | $164,813-46.4% | $145,922-39.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.95% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,418 | $5,273-73.1% | $4,341-67.3% | $4,660-69.6% |
| Participant deferral / active EE | $9,250 | $6,959+32.9% | $6,031+53.4% | $6,688+38.3% |
| Admin fee / account holder | $289 | $16,648-98.3% | $12,690-97.7% | $13,397-97.8% |