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 | $84,957 | $109,359-22.3% | $162,163-47.6% | $72,985+16.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.65% | 25.46%-6.8pp | 115.59%-96.9pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,769 | $3,907+22.0% | $5,614-15.1% | $2,440+95.4% |
| Participant deferral / active EE | $13,588 | $5,481+147.9% | $7,298+86.2% | $3,607+276.7% |
| Admin fee / account holder | $4 | $7,972-99.9% | $10,843-100.0% | $5,124-99.9% |