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 | $162,893 | $228,332-28.7% | $185,823-12.3% | $158,922+2.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.79% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,196 | $4,967-75.9% | $4,087-70.7% | $4,761-74.9% |
| Participant deferral / active EE | $3,885 | $6,415-39.4% | $5,632-31.0% | $5,982-35.1% |
| Admin fee / account holder | $15 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |