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 | $127,365 | $192,717-33.9% | $142,449-10.6% | $139,434-8.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.82% | 17.99%-8.2pp | 19.99%-10.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $23,028 | $5,806+296.6% | $4,847+375.1% | $4,751+384.7% |
| Participant deferral / active EE | $23,570 | $7,208+227.0% | $6,283+275.1% | $6,710+251.3% |
| Admin fee / account holder | $46 | $15,124-99.7% | $10,011-99.5% | $11,403-99.6% |