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 | $110,022 | $127,065-13.4% | $113,168-2.8% | $142,382-22.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.32% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,726 | $3,442-49.8% | $2,975-42.0% | $4,299-59.8% |
| Participant deferral / active EE | $5,026 | $5,716-12.1% | $5,107-1.6% | $6,507-22.8% |
| Admin fee / account holder | $297 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |