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 | $100,369 | $172,008-41.6% | $133,334-24.7% | $152,861-34.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 69.7%+30.3pp | 82.4%+17.6pp |
| Annual return | 25.50% | 26.82%-1.3pp | 26.29%-0.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $8,015 | $3,954+102.7% | $3,152+154.3% | $4,762+68.3% |
| Participant deferral / active EE | $1,779 | $7,271-75.5% | $5,773-69.2% | $5,850-69.6% |
| Admin fee / account holder | $0 | $4,416-100.0% | $3,620-100.0% | $11,596-100.0% |