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 | $121,043 | $214,378-43.5% | $200,582-39.7% | $142,382-15.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.10% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,066 | $6,841-69.8% | $6,419-67.8% | $4,299-51.9% |
| Participant deferral / active EE | $7,981 | $9,865-19.1% | $9,331-14.5% | $6,507+22.6% |
| Admin fee / account holder | $25 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |