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 | $130,612 | $165,335-21.0% | $149,696-12.7% | $158,922-17.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.02% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,641 | $5,103-67.8% | $4,644-64.7% | $4,761-65.5% |
| Participant deferral / active EE | $9,481 | $7,181+32.0% | $6,842+38.6% | $5,982+58.5% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |