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 | $105,062 | $103,376+1.6% | $87,100+20.6% | $152,861-31.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.73% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,125 | $3,220-34.0% | $2,521-15.7% | $4,762-55.4% |
| Participant deferral / active EE | $7,357 | $4,778+54.0% | $4,049+81.7% | $5,850+25.7% |
| Admin fee / account holder | $286 | $12,205-97.7% | $7,497-96.2% | $11,596-97.5% |