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 | $84,782 | $115,770-26.8% | $101,248-16.3% | $158,922-46.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.32% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,385 | $4,175-42.9% | $3,660-34.8% | $4,761-49.9% |
| Participant deferral / active EE | $4,704 | $4,957-5.1% | $4,370+7.6% | $5,982-21.4% |
| Admin fee / account holder | $252 | $7,245-96.5% | $5,945-95.8% | $11,246-97.8% |