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 | $119,399 | $127,386-6.3% | $115,037+3.8% | $125,391-4.8% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | 1.54% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,131 | $5,166-58.7% | $4,608-53.8% | $4,866-56.2% |
| Participant deferral / active EE | $3,859 | $6,423-39.9% | $6,026-36.0% | $5,352-27.9% |
| Admin fee / account holder | $19 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |