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 | $132,878 | $214,378-38.0% | $200,582-33.8% | $142,382-6.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.23% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,108 | $6,841-69.2% | $6,419-67.2% | $4,299-51.0% |
| Participant deferral / active EE | $9,032 | $9,865-8.4% | $9,331-3.2% | $6,507+38.8% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |