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 | $183,567 | $228,332-19.6% | $185,823-1.2% | $158,922+15.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.71% | 40.80%-30.1pp | 35.95%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,431 | $4,967-71.2% | $4,087-65.0% | $4,761-69.9% |
| Participant deferral / active EE | $3,190 | $6,415-50.3% | $5,632-43.4% | $5,982-46.7% |
| Admin fee / account holder | $50 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |