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 | $90,890 | $118,680-23.4% | $98,907-8.1% | $158,922-42.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.48% | 372.35%-357.9pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,250 | $3,333-32.5% | $2,689-16.3% | $4,761-52.7% |
| Participant deferral / active EE | $5,637 | $5,088+10.8% | $4,244+32.8% | $5,982-5.8% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |