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 | $126,245 | $157,256-19.7% | $141,162-10.6% | $152,861-17.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 18.75% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,807 | $5,261-27.6% | $4,735-19.6% | $4,762-20.1% |
| Participant deferral / active EE | $5,757 | $7,109-19.0% | $6,709-14.2% | $5,850-1.6% |
| Admin fee / account holder | $261 | $12,120-97.8% | $10,261-97.5% | $11,596-97.7% |