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 | $160,307 | $97,744+64.0% | $103,476+54.9% | $145,922+9.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 25.41%-11.3pp | 23.90%-9.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,090 | $4,677-33.9% | $4,672-33.9% | $4,660-33.7% |
| Participant deferral / active EE | $7,107 | $6,603+7.6% | $6,623+7.3% | $6,688+6.3% |
| Admin fee / account holder | $48 | $12,515-99.6% | $9,413-99.5% | $13,397-99.6% |