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 | $126,623 | $113,339+11.7% | $94,993+33.3% | $147,584-14.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 7.66% | 20.77%-13.1pp | 27.12%-19.5pp | 578.55%-570.9pp |
| Employer contribution / active EE | $1,162 | $3,160-63.2% | $2,603-55.4% | $4,876-76.2% |
| Participant deferral / active EE | $5,677 | $3,777+50.3% | $3,317+71.1% | $5,439+4.4% |
| Admin fee / account holder | $191 | $6,063-96.8% | $4,960-96.1% | $10,885-98.2% |