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 | $88,057 | $162,781-45.9% | $133,956-34.3% | $158,922-44.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.50% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,306 | $4,975-33.6% | $3,919-15.6% | $4,761-30.6% |
| Participant deferral / active EE | $9,529 | $5,911+61.2% | $5,048+88.8% | $5,982+59.3% |
| Admin fee / account holder | $14 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |