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 | $109,459 | $105,859+3.4% | $90,160+21.4% | $147,584-25.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.23% | 37.63%-26.4pp | 34.88%-23.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,530 | $4,126-38.7% | $3,318-23.7% | $4,876-48.1% |
| Participant deferral / active EE | $4,908 | $5,733-14.4% | $5,288-7.2% | $5,439-9.8% |
| Admin fee / account holder | $63 | $8,046-99.2% | $5,943-98.9% | $10,885-99.4% |