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 | $98,044 | $93,346+5.0% | $71,796+36.6% | $273,961-64.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.33% | 130.39%-121.1pp | 78.04%-68.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $508 | $2,733-81.4% | $1,924-73.6% | $4,869-89.6% |
| Participant deferral / active EE | $11,202 | $3,475+222.4% | $2,794+300.9% | $5,287+111.9% |
| Admin fee / account holder | $13 | $6,571-99.8% | $4,815-99.7% | $10,132-99.9% |