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 | $102,763 | $162,781-36.9% | $133,956-23.3% | $158,922-35.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.32% | 41.94%-20.6pp | 45.09%-23.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,584 | $4,975-68.2% | $3,919-59.6% | $4,761-66.7% |
| Participant deferral / active EE | $3,543 | $5,911-40.1% | $5,048-29.8% | $5,982-40.8% |
| Admin fee / account holder | $2 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |