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 | $114,288 | $127,386-10.3% | $115,037-0.7% | $125,391-8.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.65% | 31.28%-27.6pp | 26.14%-22.5pp | 282.22%-278.6pp |
| Employer contribution / active EE | $3,165 | $5,166-38.7% | $4,608-31.3% | $4,866-35.0% |
| Participant deferral / active EE | $5,923 | $6,423-7.8% | $6,026-1.7% | $5,352+10.7% |
| Admin fee / account holder | $25 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |