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 | $99,290 | $154,228-35.6% | $145,433-31.7% | $137,256-27.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.04% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,845 | $4,804+84.1% | $4,554+94.2% | $4,156+112.8% |
| Participant deferral / active EE | $8,025 | $8,216-2.3% | $7,897+1.6% | $6,407+25.3% |
| Admin fee / account holder | $98 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |