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 | $148,152 | $183,592-19.3% | $155,567-4.8% | $145,959+1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.56% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $1,492 | $5,315-71.9% | $4,674-68.1% | $4,661-68.0% |
| Participant deferral / active EE | $2,146 | $6,464-66.8% | $5,628-61.9% | $6,689-67.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |