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 | $84,041 | $198,466-57.7% | $170,442-50.7% | $147,584-43.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.53% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,889 | $6,184-69.5% | $5,433-65.2% | $4,876-61.3% |
| Participant deferral / active EE | $3,864 | $5,629-31.4% | $4,939-21.8% | $5,439-29.0% |
| Admin fee / account holder | $267 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |