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 | $157,845 | $103,376+52.7% | $87,100+81.2% | $152,861+3.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.07% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,762 | $3,220-14.2% | $2,521+9.5% | $4,762-42.0% |
| Participant deferral / active EE | $10,773 | $4,778+125.5% | $4,049+166.1% | $5,850+84.1% |
| Admin fee / account holder | $162 | $12,205-98.7% | $7,497-97.8% | $11,596-98.6% |