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 | $101,495 | $116,175-12.6% | $93,606+8.4% | $152,861-33.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.26% | 35.96%-9.7pp | 32.76%-6.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,586 | $3,218-19.6% | $2,718-4.8% | $4,762-45.7% |
| Participant deferral / active EE | $15,146 | $4,603+229.0% | $4,069+272.3% | $5,850+158.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |