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 | $146,146 | $115,708+26.3% | $65,255+124.0% | $139,434+4.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 13.25% | 31.19%-17.9pp | 47.35%-34.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,279 | $4,240+0.9% | $2,831+51.1% | $6,710-36.2% |
| Admin fee / account holder | $63 | $6,698-99.1% | $4,112-98.5% | $11,403-99.5% |