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 | $113,404 | $148,534-23.7% | $135,903-16.6% | $139,434-18.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.19% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,460 | $5,243-34.0% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $12,579 | $8,100+55.3% | $7,758+62.1% | $6,710+87.5% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |