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 | $98,971 | $89,355+10.8% | $141,162-29.9% | $72,985+35.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.96% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,685 | $3,114+18.3% | $4,735-22.2% | $2,440+51.0% |
| Participant deferral / active EE | $5,824 | $5,418+7.5% | $6,709-13.2% | $3,607+61.4% |
| Admin fee / account holder | $84 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |