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 9-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 | $113,257 | $106,515+6.3% | $96,683+17.1% | $139,434-18.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.77% | 38.43%-20.7pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,339 | $4,103-67.4% | $3,737-64.2% | $4,751-71.8% |
| Participant deferral / active EE | $3,642 | $5,454-33.2% | $4,878-25.3% | $6,710-45.7% |
| Admin fee / account holder | -$51 | $7,877-100.7% | $6,730-100.8% | $11,403-100.4% |