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 | $105,907 | $127,065-16.7% | $113,168-6.4% | $142,382-25.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.08% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,823 | $3,442-47.0% | $2,975-38.7% | $4,299-57.6% |
| Participant deferral / active EE | $3,381 | $5,716-40.9% | $5,107-33.8% | $6,507-48.0% |
| Admin fee / account holder | $100 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |