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 | $128,862 | $228,332-43.6% | $185,823-30.7% | $158,922-18.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.87% | 40.80%-20.9pp | 35.95%-16.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $4,000 | $4,967-19.5% | $4,087-2.1% | $4,761-16.0% |
| Participant deferral / active EE | $3,110 | $6,415-51.5% | $5,632-44.8% | $5,982-48.0% |
| Admin fee / account holder | $93 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |