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 | $93,264 | $99,877-6.6% | $84,966+9.8% | $145,922-36.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 10.38% | 83.76%-73.4pp | 66.38%-56.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,289 | $3,231-60.1% | $2,727-52.7% | $4,660-72.3% |
| Participant deferral / active EE | $2,209 | $5,291-58.3% | $4,519-51.1% | $6,688-67.0% |
| Admin fee / account holder | $24 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |