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 | $80,050 | $114,381-30.0% | $107,525-25.6% | $142,382-43.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,295 | $4,015-42.8% | $3,754-38.9% | $4,299-46.6% |
| Participant deferral / active EE | $8,135 | $5,564+46.2% | $5,116+59.0% | $6,507+25.0% |
| Admin fee / account holder | $99 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |