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 | $142,159 | $115,882+22.7% | $100,516+41.4% | $158,922-10.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.63% | 34.79%-16.2pp | 30.89%-12.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,109 | $4,103-48.6% | $3,418-38.3% | $4,761-55.7% |
| Participant deferral / active EE | $3,217 | $6,674-51.8% | $6,270-48.7% | $5,982-46.2% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |