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 | $159,948 | $201,272-20.5% | $184,203-13.2% | $145,922+9.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.80% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,073 | $7,022-42.0% | $6,427-36.6% | $4,660-12.6% |
| Participant deferral / active EE | $13,795 | $9,806+40.7% | $9,131+51.1% | $6,688+106.3% |
| Admin fee / account holder | $202 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |