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 | $113,521 | $148,534-23.6% | $135,903-16.5% | $139,434-18.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.30% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,220 | $5,243-19.5% | $4,856-13.1% | $4,751-11.2% |
| Participant deferral / active EE | $3,880 | $8,100-52.1% | $7,758-50.0% | $6,710-42.2% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |