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 | $127,723 | $127,065+0.5% | $113,168+12.9% | $142,382-10.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.93% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $825 | $3,442-76.0% | $2,975-72.3% | $4,299-80.8% |
| Participant deferral / active EE | $3,178 | $5,716-44.4% | $5,107-37.8% | $6,507-51.2% |
| Admin fee / account holder | $82 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |