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 | $107,603 | $93,571+15.0% | $135,903-20.8% | $75,163+43.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.85% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $8,426 | $3,537+138.3% | $4,856+73.5% | $2,670+215.6% |
| Participant deferral / active EE | $8,950 | $6,404+39.7% | $7,758+15.4% | $4,125+117.0% |
| Admin fee / account holder | $129 | $6,975-98.2% | $10,762-98.8% | $5,651-97.7% |