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 | $38,829 | $197,591-80.3% | $177,821-78.2% | $158,922-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.90% | 58.76%-40.9pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,648 | $6,697-60.5% | $5,918-55.3% | $4,761-44.4% |
| Participant deferral / active EE | $6,433 | $8,405-23.5% | $7,714-16.6% | $5,982+7.5% |
| Admin fee / account holder | $226 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |