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 | $83,141 | $209,411-60.3% | $178,490-53.4% | $158,922-47.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.13% | 188.75%-155.6pp | 151.07%-117.9pp | 302.83%-269.7pp |
| Employer contribution / active EE | $2,766 | $5,706-51.5% | $5,011-44.8% | $4,761-41.9% |
| Participant deferral / active EE | $2,628 | $5,954-55.9% | $5,202-49.5% | $5,982-56.1% |
| Admin fee / account holder | $236 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |