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 | $160,388 | $127,065+26.2% | $113,168+41.7% | $142,382+12.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.44% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,222 | $3,442-35.4% | $2,975-25.3% | $4,299-48.3% |
| Participant deferral / active EE | $5,000 | $5,716-12.5% | $5,107-2.1% | $6,507-23.2% |
| Admin fee / account holder | $194 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |