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 | $114,473 | $197,591-42.1% | $177,821-35.6% | $158,922-28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.85% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,835 | $6,697-42.7% | $5,918-35.2% | $4,761-19.5% |
| Participant deferral / active EE | $8,750 | $8,405+4.1% | $7,714+13.4% | $5,982+46.3% |
| Admin fee / account holder | $53 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |