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 | $160,586 | $227,553-29.4% | $189,557-15.3% | $167,490-4.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.77% | 78.40%-67.6pp | 64.17%-53.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,023 | $5,316-43.1% | $4,412-31.5% | $4,837-37.5% |
| Participant deferral / active EE | $9,349 | $7,002+33.5% | $6,174+51.4% | $6,341+47.4% |
| Admin fee / account holder | $27 | $11,878-99.8% | $9,807-99.7% | $12,309-99.8% |