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 | $102,106 | $140,588-27.4% | $123,104-17.1% | $125,391-18.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.57% | 16.80%-17.4pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $9,244 | $6,041+53.0% | $5,151+79.4% | $4,866+90.0% |
| Participant deferral / active EE | $10,611 | $6,980+52.0% | $6,230+70.3% | $5,352+98.3% |
| Admin fee / account holder | $273 | $11,198-97.6% | $9,015-97.0% | $9,540-97.1% |