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 | $114,870 | $157,256-27.0% | $141,162-18.6% | $152,861-24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.17% | 64.32%-47.2pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,556 | $5,261-51.4% | $4,735-46.0% | $4,762-46.3% |
| Participant deferral / active EE | $6,072 | $7,109-14.6% | $6,709-9.5% | $5,850+3.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |