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 | $78,510 | $127,386-38.4% | $115,037-31.8% | $125,391-37.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.10% | 31.28%-31.2pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $12,507 | $5,166+142.1% | $4,608+171.4% | $4,866+157.0% |
| Participant deferral / active EE | $4,363 | $6,423-32.1% | $6,026-27.6% | $5,352-18.5% |
| Admin fee / account holder | $25 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |