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 | $101,736 | $111,814-9.0% | $103,374-1.6% | $145,959-30.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.30% | 24.77%-7.5pp | 24.89%-7.6pp | 561.95%-544.6pp |
| Employer contribution / active EE | $6,416 | $4,214+52.3% | $3,869+65.8% | $4,661+37.7% |
| Participant deferral / active EE | $13,868 | $5,618+146.8% | $5,058+174.2% | $6,689+107.3% |
| Admin fee / account holder | $48 | $9,754-99.5% | $8,394-99.4% | $13,398-99.6% |