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 | $128,864 | $117,983+9.2% | $101,794+26.6% | $142,382-9.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.96% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,554 | $2,773-7.9% | $2,289+11.6% | $4,299-40.6% |
| Participant deferral / active EE | $8,524 | $4,714+80.8% | $4,084+108.7% | $6,507+31.0% |
| Admin fee / account holder | $30 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |