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 | $114,633 | $121,625-5.7% | $104,607+9.6% | $158,922-27.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.13% | 465.26%-457.1pp | 340.46%-332.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,818 | $3,163-42.5% | $2,681-32.2% | $4,761-61.8% |
| Participant deferral / active EE | $3,386 | $4,177-19.0% | $3,740-9.5% | $5,982-43.4% |
| Admin fee / account holder | $165 | $7,787-97.9% | $6,473-97.4% | $11,246-98.5% |