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 | $125,646 | $185,822-32.4% | $169,993-26.1% | $139,434-9.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.76% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,309 | $7,590-56.4% | $6,785-51.2% | $4,751-30.4% |
| Participant deferral / active EE | $12,073 | $11,622+3.9% | $10,408+16.0% | $6,710+79.9% |
| Admin fee / account holder | $200 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |