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 | $124,065 | $148,534-16.5% | $135,903-8.7% | $139,434-11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.60% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,172 | $5,243-77.6% | $4,856-75.9% | $4,751-75.3% |
| Participant deferral / active EE | $2,725 | $8,100-66.4% | $7,758-64.9% | $6,710-59.4% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |