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 | $129,581 | $148,534-12.8% | $135,903-4.7% | $139,434-7.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.53% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,009 | $5,243-80.8% | $4,856-79.2% | $4,751-78.8% |
| Participant deferral / active EE | $31,152 | $8,100+284.6% | $7,758+301.6% | $6,710+364.2% |
| Admin fee / account holder | $196 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |