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 | $84,967 | $52,279+62.5% | $89,391-4.9% | $79,858+6.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 34.85% | 22.16%+12.7pp | 245.62%-210.8pp | 31.71%+3.1pp |
| Employer contribution / active EE | $2,020 | $1,572+28.5% | $2,586-21.9% | $2,471-18.3% |
| Participant deferral / active EE | $7,155 | $2,740+161.1% | $3,890+83.9% | $3,740+91.3% |
| Admin fee / account holder | $195 | $3,356-94.2% | $4,881-96.0% | $5,306-96.3% |