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 | $139,867 | $168,632-17.1% | $147,614-5.2% | $125,391+11.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.56% | 77.65%-76.1pp | 61.98%-60.4pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,722 | $6,252-72.5% | $5,564-69.1% | $4,866-64.6% |
| Participant deferral / active EE | $12,466 | $5,507+126.4% | $4,895+154.6% | $5,352+132.9% |
| Admin fee / account holder | $100 | $13,580-99.3% | $11,611-99.1% | $9,540-99.0% |