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 | $70,532+76.2% | $68,948+80.3% | $137,256-9.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 15.34% | 32.56%-17.2pp | 28.39%-13.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $6,303 | $4,355+44.7% | $4,165+51.4% | $4,156+51.7% |
| Participant deferral / active EE | $10,230 | $6,773+51.0% | $6,186+65.4% | $6,407+59.7% |
| Admin fee / account holder | $72 | $7,916-99.1% | $7,539-99.0% | $12,270-99.4% |