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 | $72,874 | $144,119-49.4% | $117,854-38.2% | $147,584-50.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.47% | 531.15%-517.7pp | 335.08%-321.6pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,189 | $4,896-34.9% | $3,786-15.8% | $4,876-34.6% |
| Participant deferral / active EE | $4,948 | $5,316-6.9% | $4,482+10.4% | $5,439-9.0% |
| Admin fee / account holder | $265 | $10,886-97.6% | $8,020-96.7% | $10,885-97.6% |