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 | $127,785 | $157,256-18.7% | $141,162-9.5% | $152,861-16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.40% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $5,266 | $5,261+0.1% | $4,735+11.2% | $4,762+10.6% |
| Participant deferral / active EE | $8,595 | $7,109+20.9% | $6,709+28.1% | $5,850+46.9% |
| Admin fee / account holder | $31 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |