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 | $114,385 | $133,922-14.6% | $116,228-1.6% | $142,382-19.7% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 20.23% | 147.76%-127.5pp | 90.06%-69.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,735 | $3,446-49.6% | $2,994-42.1% | $4,299-59.6% |
| Participant deferral / active EE | $4,211 | $5,672-25.8% | $4,953-15.0% | $6,507-35.3% |
| Admin fee / account holder | $44 | $14,945-99.7% | $11,989-99.6% | $12,624-99.7% |