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 | $83,747 | $168,632-50.3% | $147,614-43.3% | $125,391-33.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.41% | 77.65%-77.2pp | 61.98%-61.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,260 | $6,252-63.9% | $5,564-59.4% | $4,866-53.6% |
| Participant deferral / active EE | $4,687 | $5,507-14.9% | $4,895-4.3% | $5,352-12.4% |
| Admin fee / account holder | $40 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |