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 | $73,604 | $179,726-59.0% | $156,263-52.9% | $142,382-48.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.16% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,299 | $5,069-54.7% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $6,602 | $6,956-5.1% | $6,158+7.2% | $6,507+1.5% |
| Admin fee / account holder | $51 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |