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 | $107,877 | $118,450-8.9% | $98,439+9.6% | $139,434-22.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 18.94%-0.5pp | 21.16%-2.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,777 | $3,609-23.1% | $3,048-8.9% | $4,751-41.5% |
| Participant deferral / active EE | $7,861 | $5,392+45.8% | $4,738+65.9% | $6,710+17.2% |
| Admin fee / account holder | $48 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |