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 | $162,951 | $227,553-28.4% | $189,557-14.0% | $167,490-2.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.47% | 78.40%-56.9pp | 64.17%-42.7pp | 478.56%-457.1pp |
| Employer contribution / active EE | $4,130 | $5,316-22.3% | $4,412-6.4% | $4,837-14.6% |
| Participant deferral / active EE | $3,670 | $7,002-47.6% | $6,174-40.6% | $6,341-42.1% |
| Admin fee / account holder | $95 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |