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 | $97,177 | $102,966-5.6% | $90,281+7.6% | $152,861-36.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.92% | 95.16%-79.2pp | 78.10%-62.2pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,709 | $3,139-45.5% | $2,854-40.1% | $4,762-64.1% |
| Participant deferral / active EE | $1,354 | $4,281-68.4% | $3,885-65.1% | $5,850-76.8% |
| Admin fee / account holder | $32 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |