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 | $104,120 | $178,174-41.6% | $156,181-33.3% | $137,256-24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.03% | 84.19%-73.2pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,336 | $4,972-32.9% | $4,294-22.3% | $4,156-19.7% |
| Participant deferral / active EE | $14,638 | $6,888+112.5% | $6,132+138.7% | $6,407+128.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |