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 | $125,188 | $166,020-24.6% | $164,866-24.1% | $145,959-14.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.91% | 100.08%-86.2pp | 69.97%-56.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,454 | $5,275-72.4% | $4,343-66.5% | $4,661-68.8% |
| Participant deferral / active EE | $6,990 | $6,961+0.4% | $6,033+15.9% | $6,689+4.5% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |