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 | $208,108 | $111,301+87.0% | $112,977+84.2% | $158,922+30.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 22.50% | 26.40%-3.9pp | 24.24%-1.7pp | 302.83%-280.3pp |
| Employer contribution / active EE | $5,076 | $4,471+13.5% | $4,255+19.3% | $4,761+6.6% |
| Participant deferral / active EE | $7,598 | $5,880+29.2% | $5,836+30.2% | $5,982+27.0% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,294-99.8% | $11,246-99.9% |