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 | $101,914 | $104,251-2.2% | $91,001+12.0% | $147,584-30.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.95% | 27.06%-12.1pp | 4.60%+10.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,770 | $3,116-43.2% | $2,456-27.9% | $4,876-63.7% |
| Participant deferral / active EE | $7,417 | $4,195+76.8% | $3,547+109.1% | $5,439+36.4% |
| Admin fee / account holder | $186 | $8,948-97.9% | $5,417-96.6% | $10,885-98.3% |