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 | $103,202 | $149,734-31.1% | $118,925-13.2% | $158,922-35.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.91% | 19.95%-6.0pp | 35.88%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,833 | $4,115-31.1% | $3,263-13.2% | $4,761-40.5% |
| Participant deferral / active EE | $1,829 | $5,223-65.0% | $4,265-57.1% | $5,982-69.4% |
| Admin fee / account holder | $52 | $8,603-99.4% | $6,581-99.2% | $11,246-99.5% |