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 | $121,752 | $214,378-43.2% | $200,582-39.3% | $142,382-14.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.60% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,362 | $6,841+7.6% | $6,419+14.7% | $4,299+71.2% |
| Participant deferral / active EE | $6,131 | $9,865-37.8% | $9,331-34.3% | $6,507-5.8% |
| Admin fee / account holder | $53 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |