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 | $168,101 | $179,726-6.5% | $156,263+7.6% | $142,382+18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.70% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,647 | $5,069-28.1% | $4,333-15.8% | $4,299-15.2% |
| Participant deferral / active EE | $12,820 | $6,956+84.3% | $6,158+108.2% | $6,507+97.0% |
| Admin fee / account holder | $32 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |