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 | $115,441 | $172,111-32.9% | $150,298-23.2% | $137,256-15.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.23% | 69.37%-52.1pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,594 | $4,636-44.0% | $4,154-37.5% | $4,156-37.6% |
| Participant deferral / active EE | $6,224 | $6,166+1.0% | $5,453+14.2% | $6,407-2.8% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |