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 | $173,079 | $185,822-6.9% | $169,993+1.8% | $139,434+24.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.10% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,959 | $7,590-74.2% | $6,785-71.1% | $4,751-58.8% |
| Participant deferral / active EE | $13,620 | $11,622+17.2% | $10,408+30.9% | $6,710+103.0% |
| Admin fee / account holder | $31 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |