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 | $136,398 | $135,952+0.3% | $123,892+10.1% | $273,961-50.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.71% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.7pp |
| Employer contribution / active EE | $3,589 | $5,170-30.6% | $4,617-22.3% | $4,869-26.3% |
| Participant deferral / active EE | $15,903 | $6,343+150.7% | $5,984+165.8% | $5,287+200.8% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |