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 | $140,005 | $110,261+27.0% | $95,745+46.2% | $139,434+0.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.25% | 27.11%-4.9pp | 28.35%-6.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $6,192 | $3,257+90.1% | $2,835+118.4% | $4,751+30.3% |
| Participant deferral / active EE | $9,599 | $4,676+105.3% | $4,245+126.2% | $6,710+43.1% |
| Admin fee / account holder | $25 | $6,613-99.6% | $5,678-99.6% | $11,403-99.8% |