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 | $74,426 | $73,933+0.7% | $96,683-23.0% | $75,163-1.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 19.78% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $10,981 | $2,928+275.1% | $3,737+193.9% | $2,670+311.3% |
| Participant deferral / active EE | $3,743 | $3,659+2.3% | $4,878-23.3% | $4,125-9.3% |
| Admin fee / account holder | $83 | $5,216-98.4% | $6,730-98.8% | $5,651-98.5% |