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 | $139,133 | $176,812-21.3% | $146,665-5.1% | $167,490-16.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.60% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $7,203 | $5,160+39.6% | $4,136+74.1% | $4,837+48.9% |
| Participant deferral / active EE | $4,490 | $6,440-30.3% | $5,506-18.5% | $6,341-29.2% |
| Admin fee / account holder | $111 | $13,259-99.2% | $10,280-98.9% | $12,309-99.1% |