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 | $124,425-11.6% | $112,040-1.8% | $137,256-19.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.32% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,726 | $3,411-49.4% | $2,954-41.6% | $4,156-58.5% |
| Participant deferral / active EE | $5,026 | $5,718-12.1% | $5,098-1.4% | $6,407-21.6% |
| Admin fee / account holder | $297 | $15,207-98.0% | $12,098-97.5% | $12,270-97.6% |