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 | $120,147 | $157,256-23.6% | $141,162-14.9% | $152,861-21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.58% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,727 | $5,261-48.2% | $4,735-42.4% | $4,762-42.7% |
| Participant deferral / active EE | $2,366 | $7,109-66.7% | $6,709-64.7% | $5,850-59.6% |
| Admin fee / account holder | $196 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |