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 | $128,396 | $214,378-40.1% | $200,582-36.0% | $142,382-9.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.71% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $10,200 | $6,841+49.1% | $6,419+58.9% | $4,299+137.2% |
| Participant deferral / active EE | $9,704 | $9,865-1.6% | $9,331+4.0% | $6,507+49.1% |
| Admin fee / account holder | $256 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |