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 | $198,608 | $162,781+22.0% | $133,956+48.3% | $158,922+25.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.77% | 41.94%-20.2pp | 45.09%-23.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,576 | $4,975-8.0% | $3,919+16.8% | $4,761-3.9% |
| Participant deferral / active EE | $4,154 | $5,911-29.7% | $5,048-17.7% | $5,982-30.6% |
| Admin fee / account holder | $175 | $11,736-98.5% | $8,927-98.0% | $11,246-98.4% |