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 | $140,567 | $135,952+3.4% | $123,892+13.5% | $273,961-48.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.83% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,188 | $5,170-57.7% | $4,617-52.6% | $4,869-55.1% |
| Participant deferral / active EE | $3,845 | $6,343-39.4% | $5,984-35.7% | $5,287-27.3% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |