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 | $124,176 | $154,228-19.5% | $145,433-14.6% | $137,256-9.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,416 | $4,804-70.5% | $4,554-68.9% | $4,156-65.9% |
| Participant deferral / active EE | $5,434 | $8,216-33.9% | $7,897-31.2% | $6,407-15.2% |
| Admin fee / account holder | $219 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |