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 | $137,248 | $165,912-17.3% | $122,332+12.2% | $147,584-7.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.87% | 34.55%-18.7pp | 30.27%-14.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,748 | $5,754-69.6% | $4,050-56.9% | $4,876-64.2% |
| Participant deferral / active EE | $753 | $4,005-81.2% | $3,287-77.1% | $5,439-86.2% |
| Admin fee / account holder | $107 | $7,424-98.6% | $5,478-98.1% | $10,885-99.0% |