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 | $132,114 | $127,777+3.4% | $106,548+24.0% | $167,490-21.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 28.36% | 33.87%-5.5pp | 26.80%+1.6pp | 478.56%-450.2pp |
| Employer contribution / active EE | $1,319 | $3,427-61.5% | $2,819-53.2% | $4,837-72.7% |
| Participant deferral / active EE | $1,776 | $5,087-65.1% | $4,398-59.6% | $6,341-72.0% |
| Admin fee / account holder | $50 | $11,228-99.6% | $7,407-99.3% | $12,309-99.6% |