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 | $135,122 | $127,065+6.3% | $113,168+19.4% | $142,382-5.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.07% | 24.03%-5.0pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,182 | $3,442-36.6% | $2,975-26.6% | $4,299-49.2% |
| Participant deferral / active EE | $2,057 | $5,716-64.0% | $5,107-59.7% | $6,507-68.4% |
| Admin fee / account holder | $170 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |