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 | $214,378-56.4% | $200,582-53.4% | $142,382-34.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.61% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,143 | $6,841-54.1% | $6,419-51.0% | $4,299-26.9% |
| Participant deferral / active EE | $10,191 | $9,865+3.3% | $9,331+9.2% | $6,507+56.6% |
| Admin fee / account holder | $125 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |