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 | $86,275 | $98,240-12.2% | $82,313+4.8% | $147,584-41.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.02% | 30.85%-6.8pp | 25.88%-1.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,891 | $3,192-40.8% | $2,428-22.1% | $4,876-61.2% |
| Participant deferral / active EE | $4,338 | $4,383-1.0% | $3,706+17.1% | $5,439-20.2% |
| Admin fee / account holder | $12 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |