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 | $84,555 | $198,466-57.4% | $170,442-50.4% | $147,584-42.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.20% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,734 | $6,184-72.0% | $5,433-68.1% | $4,876-64.4% |
| Participant deferral / active EE | $5,240 | $5,629-6.9% | $4,939+6.1% | $5,439-3.7% |
| Admin fee / account holder | $254 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |