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 | $137,792 | $162,781-15.4% | $133,956+2.9% | $158,922-13.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.42% | 41.94%-23.5pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,311 | $4,975-73.7% | $3,919-66.5% | $4,761-72.5% |
| Participant deferral / active EE | $5,833 | $5,911-1.3% | $5,048+15.6% | $5,982-2.5% |
| Admin fee / account holder | $64 | $11,736-99.5% | $8,927-99.3% | $11,246-99.4% |