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 | $112,571 | $103,376+8.9% | $87,100+29.2% | $152,861-26.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.28% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,544 | $3,220-52.1% | $2,521-38.8% | $4,762-67.6% |
| Participant deferral / active EE | $4,391 | $4,778-8.1% | $4,049+8.4% | $5,850-24.9% |
| Admin fee / account holder | $18 | $12,205-99.8% | $7,497-99.8% | $11,596-99.8% |