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 | $114,579 | $201,272-43.1% | $184,203-37.8% | $145,922-21.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.75% | 29.00%-16.2pp | 28.81%-16.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,728 | $7,022-61.1% | $6,427-57.6% | $4,660-41.5% |
| Participant deferral / active EE | $6,157 | $9,806-37.2% | $9,131-32.6% | $6,688-7.9% |
| Admin fee / account holder | $229 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |