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 | $124,933 | $157,256-20.6% | $141,162-11.5% | $152,861-18.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.40% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,970 | $5,261-43.5% | $4,735-37.3% | $4,762-37.6% |
| Participant deferral / active EE | $10,198 | $7,109+43.4% | $6,709+52.0% | $5,850+74.3% |
| Admin fee / account holder | $138 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |