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 7-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 | $134,676 | $111,754+20.5% | $103,333+30.3% | $145,922-7.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.46% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,954 | $4,212-6.1% | $3,868+2.2% | $4,660-15.2% |
| Participant deferral / active EE | $14,050 | $5,619+150.1% | $5,057+177.8% | $6,688+110.1% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |