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 | $132,630 | $105,126+26.2% | $94,646+40.1% | $139,434-4.9% |
| Participation rate | 76.5% | 82.4%-5.9pp | 80.8%-4.4pp | 80.3%-3.8pp |
| Annual return | 18.64% | 38.03%-19.4pp | 156.71%-138.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,041 | $4,106-25.9% | $3,672-17.2% | $4,751-36.0% |
| Participant deferral / active EE | $5,870 | $7,599-22.8% | $7,418-20.9% | $6,710-12.5% |
| Admin fee / account holder | $219 | $8,984-97.6% | $7,231-97.0% | $11,403-98.1% |