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 | $79,861 | $99,877-20.0% | $84,966-6.0% | $145,922-45.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,000 | $3,231-38.1% | $2,727-26.7% | $4,660-57.1% |
| Participant deferral / active EE | $6,100 | $5,291+15.3% | $4,519+35.0% | $6,688-8.8% |
| Admin fee / account holder | $205 | $7,248-97.2% | $6,149-96.7% | $13,397-98.5% |