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 | $77,132 | $755,339-89.8% | $379,746-79.7% | $158,922-51.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 25.46% | 53.41%-27.9pp | 34.90%-9.4pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3,273 | $4,685-30.2% | $3,540-7.5% | $4,761-31.3% |
| Participant deferral / active EE | $5,169 | $7,938-34.9% | $6,024-14.2% | $5,982-13.6% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |