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 | $103,700 | $152,587-32.0% | $125,175-17.2% | $152,861-32.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.41% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,592 | $4,946-27.4% | $3,865-7.1% | $4,762-24.6% |
| Participant deferral / active EE | $12,102 | $5,868+106.2% | $4,937+145.1% | $5,850+106.9% |
| Admin fee / account holder | $161 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |