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 | $102,694 | $115,770-11.3% | $101,248+1.4% | $158,922-35.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.90% | 56.14%-33.2pp | 46.47%-23.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $10,386 | $4,175+148.8% | $3,660+183.8% | $4,761+118.1% |
| Participant deferral / active EE | $6,446 | $4,957+30.0% | $4,370+47.5% | $5,982+7.7% |
| Admin fee / account holder | $299 | $7,245-95.9% | $5,945-95.0% | $11,246-97.3% |