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 | $130,089 | $154,117-15.6% | $129,995+0.1% | $139,434-6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 32.48%-19.9pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,918 | $5,289-7.0% | $4,320+13.9% | $4,751+3.5% |
| Participant deferral / active EE | $7,343 | $6,710+9.4% | $5,820+26.2% | $6,710+9.4% |
| Admin fee / account holder | $294 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |