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 | $134,713 | $109,881+22.6% | $150,045-10.2% | $84,808+58.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 29.73% | 28.25%+1.5pp | 62.55%-32.8pp | 40.90%-11.2pp |
| Employer contribution / active EE | $7,943 | $3,561+123.0% | $4,693+69.2% | $2,631+201.9% |
| Participant deferral / active EE | $19,202 | $6,636+189.4% | $7,997+140.1% | $4,212+355.9% |
| Admin fee / account holder | $72 | $8,568-99.2% | $13,435-99.5% | $7,344-99.0% |