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 | $145,634 | $176,812-17.6% | $146,665-0.7% | $167,490-13.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.16% | 24.03%-9.9pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $5,736 | $5,160+11.2% | $4,136+38.7% | $4,837+18.6% |
| Participant deferral / active EE | $6,831 | $6,440+6.1% | $5,506+24.1% | $6,341+7.7% |
| Admin fee / account holder | $111 | $13,259-99.2% | $10,280-98.9% | $12,309-99.1% |