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 | $113,276 | $78,422+44.4% | $95,952+18.1% | $79,858+41.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.49% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $684 | $1,945-64.9% | $2,541-73.1% | $2,471-72.3% |
| Participant deferral / active EE | $6,655 | $3,440+93.5% | $4,167+59.7% | $3,740+77.9% |
| Admin fee / account holder | $130 | $5,622-97.7% | $6,795-98.1% | $5,306-97.5% |