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 | $94,730 | $100,970-6.2% | $96,576-1.9% | $137,256-31.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.21% | 38.16%-19.9pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,639 | $3,809-57.0% | $3,553-53.9% | $4,156-60.6% |
| Participant deferral / active EE | $3,589 | $8,286-56.7% | $7,956-54.9% | $6,407-44.0% |
| Admin fee / account holder | $5 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |