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 | $134,125 | $162,781-17.6% | $133,956+0.1% | $158,922-15.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.91% | 41.94%-28.0pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,342 | $4,975-52.9% | $3,919-40.2% | $4,761-50.8% |
| Participant deferral / active EE | $6,587 | $5,911+11.4% | $5,048+30.5% | $5,982+10.1% |
| Admin fee / account holder | $125 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |