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 | $127,178 | $154,117-17.5% | $129,995-2.2% | $139,434-8.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 32.48%-17.5pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,933 | $5,289-44.6% | $4,320-32.1% | $4,751-38.3% |
| Participant deferral / active EE | $3,285 | $6,710-51.0% | $5,820-43.6% | $6,710-51.0% |
| Admin fee / account holder | $187 | $14,007-98.7% | $10,614-98.2% | $11,403-98.4% |