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 | $80,320 | $105,859-24.1% | $90,160-10.9% | $147,584-45.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.46% | 37.63%-18.2pp | 34.88%-15.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,855 | $4,126-30.8% | $3,318-13.9% | $4,876-41.4% |
| Participant deferral / active EE | $5,592 | $5,733-2.5% | $5,288+5.7% | $5,439+2.8% |
| Admin fee / account holder | $180 | $8,046-97.8% | $5,943-97.0% | $10,885-98.3% |