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 | $92,864 | $118,680-21.8% | $98,907-6.1% | $158,922-41.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.28% | 372.35%-356.1pp | 196.43%-180.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,892 | $3,333-43.2% | $2,689-29.6% | $4,761-60.3% |
| Participant deferral / active EE | $2,336 | $5,088-54.1% | $4,244-45.0% | $5,982-61.0% |
| Admin fee / account holder | $57 | $10,131-99.4% | $6,642-99.1% | $11,246-99.5% |