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 | $106,576 | $140,940-24.4% | $112,229-5.0% | $139,434-23.6% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 36.38% | 32.71%+3.7pp | 30.20%+6.2pp | 372.94%-336.6pp |
| Employer contribution / active EE | $1,949 | $4,283-54.5% | $3,430-43.2% | $4,751-59.0% |
| Participant deferral / active EE | $7,974 | $5,874+35.7% | $4,798+66.2% | $6,710+18.8% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |