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 | $128,876 | $98,240+31.2% | $82,313+56.6% | $147,584-12.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.29% | 30.85%-13.6pp | 25.88%-8.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,335 | $3,192-58.2% | $2,428-45.0% | $4,876-72.6% |
| Participant deferral / active EE | $5,653 | $4,383+29.0% | $3,706+52.5% | $5,439+3.9% |
| Admin fee / account holder | $39 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |