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 | $134,528 | $185,822-27.6% | $169,993-20.9% | $139,434-3.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.15% | 60.50%-35.4pp | 53.37%-28.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $10,812 | $7,590+42.4% | $6,785+59.3% | $4,751+127.6% |
| Participant deferral / active EE | $8,014 | $11,622-31.0% | $10,408-23.0% | $6,710+19.4% |
| Admin fee / account holder | $113 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |