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 | $115,302 | $103,376+11.5% | $87,100+32.4% | $152,861-24.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.93% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,345 | $3,220+3.9% | $2,521+32.7% | $4,762-29.8% |
| Participant deferral / active EE | $5,084 | $4,778+6.4% | $4,049+25.6% | $5,850-13.1% |
| Admin fee / account holder | $50 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |