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 | $121,429 | $127,065-4.4% | $113,168+7.3% | $142,382-14.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.63% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,868 | $3,442-16.7% | $2,975-3.6% | $4,299-33.3% |
| Participant deferral / active EE | $8,086 | $5,716+41.5% | $5,107+58.3% | $6,507+24.3% |
| Admin fee / account holder | $9 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |