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 | $76,661 | $96,965-20.9% | $97,995-21.8% | $147,584-48.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.89% | 24.11%-6.2pp | 23.94%-6.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,573 | $4,536-43.3% | $4,158-38.1% | $4,876-47.2% |
| Participant deferral / active EE | $3,196 | $5,081-37.1% | $5,097-37.3% | $5,439-41.2% |
| Admin fee / account holder | $245 | $8,120-97.0% | $5,943-95.9% | $10,885-97.8% |