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 | $103,893 | $117,841-11.8% | $102,423+1.4% | $145,922-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.64% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,258 | $3,615-37.5% | $3,023-25.3% | $4,660-51.5% |
| Participant deferral / active EE | $4,374 | $5,731-23.7% | $5,053-13.4% | $6,688-34.6% |
| Admin fee / account holder | $293 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |