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 | $120,124 | $127,386-5.7% | $115,037+4.4% | $125,391-4.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 4.13% | 31.28%-27.1pp | 26.14%-22.0pp | 282.22%-278.1pp |
| Employer contribution / active EE | $3,868 | $5,166-25.1% | $4,608-16.0% | $4,866-20.5% |
| Participant deferral / active EE | $6,019 | $6,423-6.3% | $6,026-0.1% | $5,352+12.5% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |