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 | $128,417 | $157,256-18.3% | $141,162-9.0% | $152,861-16.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 19.58% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,123 | $5,261-59.7% | $4,735-55.2% | $4,762-55.4% |
| Participant deferral / active EE | $9,772 | $7,109+37.4% | $6,709+45.6% | $5,850+67.0% |
| Admin fee / account holder | $298 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |