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 | $106,436 | $111,754-4.8% | $103,333+3.0% | $145,922-27.1% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 18.00% | 24.77%-6.8pp | 24.88%-6.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,514 | $4,212-40.3% | $3,868-35.0% | $4,660-46.1% |
| Participant deferral / active EE | $5,371 | $5,619-4.4% | $5,057+6.2% | $6,688-19.7% |
| Admin fee / account holder | $133 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |