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 | $103,171 | $177,572-41.9% | $154,803-33.4% | $142,382-27.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.43% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,572 | $4,810-46.5% | $4,305-40.3% | $4,299-40.2% |
| Participant deferral / active EE | $10,416 | $6,272+66.1% | $5,540+88.0% | $6,507+60.1% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |