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 | $74,672 | $165,335-54.8% | $149,696-50.1% | $158,922-53.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.41% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,324 | $5,103-54.5% | $4,644-50.0% | $4,761-51.2% |
| Participant deferral / active EE | $10,980 | $7,181+52.9% | $6,842+60.5% | $5,982+83.6% |
| Admin fee / account holder | $67 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |