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 | $117,561 | $148,534-20.9% | $135,903-13.5% | $139,434-15.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.09% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,468 | $5,243-33.9% | $4,856-28.6% | $4,751-27.0% |
| Participant deferral / active EE | $4,788 | $8,100-40.9% | $7,758-38.3% | $6,710-28.7% |
| Admin fee / account holder | $38 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |