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 | $190,051 | $65,685+189.3% | $57,179+232.4% | $273,961-30.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 30.97% | 21.99%+9.0pp | 14.59%+16.4pp | 41.45%-10.5pp |
| Employer contribution / active EE | $10,303 | $3,279+214.3% | $2,682+284.1% | $4,869+111.6% |
| Participant deferral / active EE | $14,313 | $3,782+278.5% | $3,096+362.3% | $5,287+170.7% |
| Admin fee / account holder | $86 | $4,835-98.2% | $3,139-97.3% | $10,132-99.2% |