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 | $103,445 | $162,781-36.5% | $133,956-22.8% | $158,922-34.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.01% | 41.94%-13.9pp | 45.09%-17.1pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,575 | $4,975-48.2% | $3,919-34.3% | $4,761-45.9% |
| Participant deferral / active EE | $2,917 | $5,911-50.7% | $5,048-42.2% | $5,982-51.2% |
| Admin fee / account holder | $196 | $11,736-98.3% | $8,927-97.8% | $11,246-98.3% |