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 | $133,624 | $176,812-24.4% | $146,665-8.9% | $167,490-20.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.21% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $5,357 | $5,160+3.8% | $4,136+29.5% | $4,837+10.7% |
| Participant deferral / active EE | $12,579 | $6,440+95.3% | $5,506+128.5% | $6,341+98.4% |
| Admin fee / account holder | $5 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |