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 | $93,530 | $209,336-55.3% | $197,124-52.6% | $137,256-31.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.61% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,143 | $6,591-52.3% | $6,227-49.5% | $4,156-24.4% |
| Participant deferral / active EE | $10,191 | $9,614+6.0% | $9,135+11.6% | $6,407+59.1% |
| Admin fee / account holder | $125 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |