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 | $126,816 | $214,378-40.8% | $200,582-36.8% | $142,382-10.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.19% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,082 | $6,841-54.9% | $6,419-52.0% | $4,299-28.3% |
| Participant deferral / active EE | $8,367 | $9,865-15.2% | $9,331-10.3% | $6,507+28.6% |
| Admin fee / account holder | $25 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |