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 | $117,675 | $232,540-49.4% | $185,117-36.4% | $147,584-20.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.26% | 43.03%-29.8pp | 40.50%-27.2pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,979 | $5,195-42.7% | $4,182-28.8% | $4,876-38.9% |
| Participant deferral / active EE | $3,268 | $5,834-44.0% | $5,045-35.2% | $5,439-39.9% |
| Admin fee / account holder | $23 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |