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 | $108,920 | $148,534-26.7% | $135,903-19.9% | $139,434-21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.28% | 79.19%-53.9pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,679 | $5,243-48.9% | $4,856-44.8% | $4,751-43.6% |
| Participant deferral / active EE | $8,742 | $8,100+7.9% | $7,758+12.7% | $6,710+30.3% |
| Admin fee / account holder | $181 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |