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 | $71,551 | $152,587-53.1% | $125,175-42.8% | $152,861-53.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.05% | 54.84%-33.8pp | 43.79%-22.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,142 | $4,946-56.7% | $3,865-44.6% | $4,762-55.0% |
| Participant deferral / active EE | $3,009 | $5,868-48.7% | $4,937-39.0% | $5,850-48.6% |
| Admin fee / account holder | $282 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |