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 | $125,850 | $103,376+21.7% | $87,100+44.5% | $152,861-17.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.78% | 28.10%-4.3pp | 28.19%-4.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $6,384 | $3,220+98.2% | $2,521+153.2% | $4,762+34.1% |
| Participant deferral / active EE | $17,492 | $4,778+266.1% | $4,049+332.0% | $5,850+199.0% |
| Admin fee / account holder | $104 | $12,205-99.1% | $7,497-98.6% | $11,596-99.1% |