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 | $137,181 | $127,065+8.0% | $113,168+21.2% | $142,382-3.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.04% | 24.03%+1.0pp | 24.27%+0.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $4,586 | $3,442+33.2% | $2,975+54.2% | $4,299+6.7% |
| Participant deferral / active EE | $11,565 | $5,716+102.3% | $5,107+126.5% | $6,507+77.7% |
| Admin fee / account holder | $42 | $15,736-99.7% | $12,068-99.6% | $12,624-99.7% |