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 | $125,433 | $152,587-17.8% | $125,175+0.2% | $152,861-17.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.05% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,640 | $4,946-66.8% | $3,865-57.6% | $4,762-65.6% |
| Participant deferral / active EE | $6,895 | $5,868+17.5% | $4,937+39.7% | $5,850+17.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |