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 | $83,046 | $172,111-51.7% | $150,298-44.7% | $137,256-39.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.58% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,412 | $4,636-48.0% | $4,154-41.9% | $4,156-42.0% |
| Participant deferral / active EE | $16,935 | $6,166+174.7% | $5,453+210.6% | $6,407+164.3% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |