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 | $124,291 | $71,829+73.0% | $69,780+78.1% | $142,382-12.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 15.34% | 31.01%-15.7pp | 26.31%-11.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,303 | $4,385+43.7% | $4,168+51.2% | $4,299+46.6% |
| Participant deferral / active EE | $10,230 | $6,819+50.0% | $6,164+66.0% | $6,507+57.2% |
| Admin fee / account holder | $72 | $7,818-99.1% | $7,285-99.0% | $12,624-99.4% |