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 | $120,516 | $104,251+15.6% | $91,001+32.4% | $147,584-18.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.45% | 27.06%-9.6pp | 4.60%+12.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,856 | $3,116-40.4% | $2,456-24.4% | $4,876-61.9% |
| Participant deferral / active EE | $7,122 | $4,195+69.8% | $3,547+100.8% | $5,439+30.9% |
| Admin fee / account holder | $26 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |