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 | $89,741 | $209,336-57.1% | $197,124-54.5% | $137,256-34.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.41% | 48.09%-24.7pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $4,878 | $6,591-26.0% | $6,227-21.7% | $4,156+17.4% |
| Participant deferral / active EE | $13,047 | $9,614+35.7% | $9,135+42.8% | $6,407+103.6% |
| Admin fee / account holder | $215 | $17,308-98.8% | $16,298-98.7% | $12,270-98.2% |