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 | $71,062 | $148,534-52.2% | $135,903-47.7% | $139,434-49.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.83% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,061 | $5,243-41.6% | $4,856-37.0% | $4,751-35.6% |
| Participant deferral / active EE | $7,660 | $8,100-5.4% | $7,758-1.3% | $6,710+14.2% |
| Admin fee / account holder | $150 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |