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 | $116,700 | $116,175+0.5% | $93,606+24.7% | $152,861-23.7% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 15.68% | 35.96%-20.3pp | 32.76%-17.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $993 | $3,218-69.2% | $2,718-63.5% | $4,762-79.2% |
| Participant deferral / active EE | $2,644 | $4,603-42.6% | $4,069-35.0% | $5,850-54.8% |
| Admin fee / account holder | $21 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |