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 | $127,793 | $127,386+0.3% | $115,037+11.1% | $125,391+1.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.40% | 31.28%-30.9pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $10,767 | $5,166+108.4% | $4,608+133.7% | $4,866+121.3% |
| Participant deferral / active EE | $7,904 | $6,423+23.1% | $6,026+31.1% | $5,352+47.7% |
| Admin fee / account holder | $18 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |