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 | $121,464 | $157,256-22.8% | $141,162-14.0% | $152,861-20.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.35% | 64.32%-30.0pp | 71.39%-37.0pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,415 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $4,649 | $7,109-34.6% | $6,709-30.7% | $5,850-20.5% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |