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 | $109,774 | $159,602-31.2% | $150,045-26.8% | $142,382-22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.46% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,629 | $4,961-6.7% | $4,693-1.4% | $4,299+7.7% |
| Participant deferral / active EE | $10,346 | $8,310+24.5% | $7,997+29.4% | $6,507+59.0% |
| Admin fee / account holder | $145 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |