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 | $93,757 | $76,312+22.9% | $67,221+39.5% | $158,922-41.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.54% | 22.77%-2.2pp | 20.72%-0.2pp | 302.83%-282.3pp |
| Employer contribution / active EE | $7,017 | $4,476+56.8% | $3,723+88.5% | $4,761+47.4% |
| Participant deferral / active EE | $14,460 | $5,264+174.7% | $4,384+229.8% | $5,982+141.7% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |