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 | $112,542 | $140,940-20.1% | $112,229+0.3% | $139,434-19.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.26% | 32.71%-11.5pp | 30.20%-8.9pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,479 | $4,283-42.1% | $3,430-27.7% | $4,751-47.8% |
| Participant deferral / active EE | $2,945 | $5,874-49.9% | $4,798-38.6% | $6,710-56.1% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |